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Sara-Bay Financial’s Bank of Hawaii BOH Stock Holding History

Sara-Bay Financial’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
Q4 		– Sell
-51,401
Closed -$2.6M – 76
2020
Q3 		$2.6M Sell
51,401
-2,621
-5% -$146K 1.41% 18
2020
Q2 		$3.26M Buy
+54,022
New +$3.34M 1.87% 15

Other funds holding BOH

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sara-Bay Financial's BOH Position: Q4 2020 in Review

Sara-Bay Financial sold out of Bank of Hawaii (BOH) in Q4 2020, closing a stake of 51,401 shares — an estimated $2.6M sold.

Sara-Bay Financial first reported a position in BOH in Q2 2020 and held it in 2 quarters. The position peaked at $3.26M in Q2 2020. 299 funds tracked by Wall St. Rank hold BOH as of Q4 2020.

  • Sara-Bay Financial reported no remaining Bank of Hawaii position as of Q4 2020 after selling out during the quarter.
  • Sara-Bay Financial sold 51,401 Bank of Hawaii shares in Q4 2020, an estimated $2.6M.
  • Sara-Bay Financial first reported a position in Bank of Hawaii in Q2 2020 and held it in 2 quarters.
  • Sara-Bay Financial's Bank of Hawaii position peaked at $3.26M in Q2 2020.
  • 299 funds tracked by Wall St. Rank held Bank of Hawaii as of Q4 2020.

Based on Sara-Bay Financial's 13F filing for Q4 2020, filed 15 Jan 2021.