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Lee Financial Group Hawaii’s First Hawaiian FHB Stock Holding History

Lee Financial Group Hawaii’s Portfolio FHB Stock Details FHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$873K Buy
39,464
+1,275
+3% +$27.4K 0.68% 15
2023
Q4 		$873K Buy
38,189
+3,631
+11% +$70.9K 0.74% 15
2023
Q3 		$624K Buy
34,558
+7,026
+26% +$135K 0.57% 17
2023
Q2 		$496K Buy
+27,532
New +$505K 0.45% 24

Other funds holding FHB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Lee Financial Group Hawaii's FHB Position: Q1 2024 in Review

Lee Financial Group Hawaii increased its First Hawaiian (FHB) stake by 3.3% in Q1 2024, buying an estimated $27.4K and bringing the position to 39,464 shares worth $873K. The position accounts for 0.68% of the portfolio, ranked #15.

Lee Financial Group Hawaii first reported a position in FHB in Q2 2023 and has held it in 4 quarters since. The position peaked at $873K in Q4 2023. 222 funds tracked by Wall St. Rank hold FHB as of Q1 2024.

  • Lee Financial Group Hawaii held 39,464 shares of First Hawaiian worth $873K as of Q1 2024.
  • Lee Financial Group Hawaii bought 1,275 First Hawaiian shares in Q1 2024, an estimated $27.4K.
  • First Hawaiian made up 0.68% of Lee Financial Group Hawaii's portfolio in Q1 2024, its #15 holding.
  • Lee Financial Group Hawaii first reported a position in First Hawaiian in Q2 2023 and has held it in 4 quarters since.
  • Lee Financial Group Hawaii's First Hawaiian position peaked at $873K in Q4 2023.
  • 222 funds tracked by Wall St. Rank held First Hawaiian as of Q1 2024.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2024, filed 24 Apr 2024.