Rice Partnership’s Bank of Hawaii BOH Stock Holding History

Rice Partnership’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
2021 Q2	–	Sell	-2,374	Closed	-$212K	–	130
2021 Q1	$212K	Sell	2,374 -1,099	-32%	-$95.7K	0.08%	86
2020 Q4	$266K	Buy	+3,473	New	+$238K	0.1%	73
2020 Q2	–	Sell	-4,425	Closed	-$244K	–	90
2020 Q1	$244K	Buy	+4,425	New	+$355K	0.16%	60
2019 Q3	–	Sell	-2,545	Closed	-$211K	–	112
2019 Q2	$211K	Sell	2,545 -300	-11%	-$24.1K	0.14%	74
2019 Q1	$224K	Buy	+2,845	New	+$223K	0.16%	69

Other funds holding BOH

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

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

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

ACA

Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Rice Partnership's BOH Position: Q2 2021 in Review

Rice Partnership sold out of Bank of Hawaii (BOH) in Q2 2021, closing a stake of 2,374 shares — an estimated $212K sold.

Rice Partnership first reported a position in BOH in Q1 2019 and held it in 5 quarters. The position peaked at $266K in Q4 2020. 307 funds tracked by Wall St. Rank hold BOH as of Q2 2021.

Rice Partnership reported no remaining Bank of Hawaii position as of Q2 2021 after selling out during the quarter.
Rice Partnership sold 2,374 Bank of Hawaii shares in Q2 2021, an estimated $212K.
Rice Partnership first reported a position in Bank of Hawaii in Q1 2019 and held it in 5 quarters.
Rice Partnership's Bank of Hawaii position peaked at $266K in Q4 2020.
307 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2021.

Based on Rice Partnership's 13F filing for Q2 2021, filed 4 Aug 2021.