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Northwest & Ethical Investments’s First Hawaiian FHB Stock Holding History

Northwest & Ethical Investments’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
2023
Q2 		– Sell
-125,810
Closed -$2.6M – 396
2023
Q1 		$2.6M Buy
+125,810
New +$3.17M 0.09% 227

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northwest & Ethical Investments's FHB Position: Q2 2023 in Review

Northwest & Ethical Investments sold out of First Hawaiian (FHB) in Q2 2023, closing a stake of 125,810 shares — an estimated $2.6M sold.

Northwest & Ethical Investments first reported a position in FHB in Q1 2023 and held it in 1 quarter. The position peaked at $2.6M in Q1 2023. 229 funds tracked by Wall St. Rank hold FHB as of Q2 2023.

  • Northwest & Ethical Investments reported no remaining First Hawaiian position as of Q2 2023 after selling out during the quarter.
  • Northwest & Ethical Investments sold 125,810 First Hawaiian shares in Q2 2023, an estimated $2.6M.
  • Northwest & Ethical Investments first reported a position in First Hawaiian in Q1 2023 and held it in 1 quarter.
  • Northwest & Ethical Investments's First Hawaiian position peaked at $2.6M in Q1 2023.
  • 229 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2023.

Based on Northwest & Ethical Investments's 13F filing for Q2 2023, filed 9 Jul 2025.