LF
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Lee Financial’s First Hawaiian FHB Stock Holding History

Lee Financial’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
2022
Q1 		– Sell
-5
Closed – – 832
2021
Q4 		$0 Buy
+5
New +$140 ﹤0.01% 920
2020
Q4 		– Sell
-580
Closed -$8K – 497
2020
Q3 		$8K Hold
580
– – ﹤0.01% 419
2020
Q2 		$10K Hold
580
– – ﹤0.01% 370
2020
Q1 		$10K Sell
580
-28,926
-98% -$731K ﹤0.01% 292
2019
Q4 		$851K Buy
29,506
+390
+1% +$11K 0.18% 69
2019
Q3 		$778K Buy
29,116
+125
+0.4% +$3.24K 0.18% 71
2019
Q2 		$750K Sell
28,991
-90
-0.3% -$2.38K 0.17% 70
2019
Q1 		$757K Buy
29,081
+150
+0.5% +$3.88K 0.18% 70
2018
Q4 		$652K Sell
28,931
-610
-2% -$15.1K 0.17% 66
2018
Q3 		$802K Sell
29,541
-55
-0.2% -$1.57K 0.2% 70
2018
Q2 		$859K Buy
29,596
+14,785
+100% +$426K 0.2% 69
2018
Q1 		$412K Sell
14,811
-125
-0.8% -$3.64K 0.1% 96
2017
Q4 		$436K Sell
14,936
-304
-2% -$8.9K 0.13% 85
2017
Q3 		$462K Buy
+15,240
New +$440K 0.15% 81

Other funds holding FHB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lee Financial's FHB Position: Q1 2022 in Review

Lee Financial sold out of First Hawaiian (FHB) in Q1 2022, closing a stake of 5 shares.

Lee Financial first reported a position in FHB in Q3 2017 and held it in 14 quarters. The position peaked at $859K in Q2 2018. 245 funds tracked by Wall St. Rank hold FHB as of Q1 2022.

  • Lee Financial reported no remaining First Hawaiian position as of Q1 2022 after selling out during the quarter.
  • Lee Financial sold 5 First Hawaiian shares in Q1 2022.
  • Lee Financial first reported a position in First Hawaiian in Q3 2017 and held it in 14 quarters.
  • Lee Financial's First Hawaiian position peaked at $859K in Q2 2018.
  • 245 funds tracked by Wall St. Rank held First Hawaiian as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.