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

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Kayne Anderson Rudnick Investment Management

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Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return