Lenox Wealth Management’s Bank of Hawaii BOH Stock Holding History

Lenox Wealth Management’s Portfolio BOH Stock Details BOH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$13K	Hold	225	–	–	﹤0.01%	397
2020 Q1	$12K	Hold	225	–	–	﹤0.01%	367
2019 Q4	$21K	Hold	225	–	–	0.01%	353
2019 Q3	$19K	Hold	225	–	–	0.01%	365
2019 Q2	$18K	Hold	225	–	–	0.01%	356
2019 Q1	$18K	Hold	225	–	–	0.01%	367
2018 Q4	$15K	Hold	225	–	–	0.01%	332
2018 Q3	$18K	Hold	225	–	–	0.01%	337
2018 Q2	$19K	Hold	225	–	–	0.01%	298
2018 Q1	$18K	Hold	225	–	–	0.01%	302
2017 Q4	$19K	Sell	225 -100	-31%	-$8.33K	0.01%	314
2017 Q3	$27K	Buy	+325	New	+$26.3K	0.01%	284

Other funds holding BOH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lenox Wealth Management's BOH Position: Q2 2020 in Review

Lenox Wealth Management held its Bank of Hawaii (BOH) position steady in Q2 2020 at 225 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Lenox Wealth Management first reported a position in BOH in Q3 2017 and has held it in 12 quarters since. The position peaked at $27K in Q3 2017. 282 funds tracked by Wall St. Rank hold BOH as of Q2 2020.

Lenox Wealth Management held 225 shares of Bank of Hawaii worth $13K as of Q2 2020.
Lenox Wealth Management left its Bank of Hawaii share count unchanged in Q2 2020.
Bank of Hawaii made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #397 holding.
Lenox Wealth Management first reported a position in Bank of Hawaii in Q3 2017 and has held it in 12 quarters since.
Lenox Wealth Management's Bank of Hawaii position peaked at $27K in Q3 2017.
282 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.