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Schubert & Co’s Bank of Hawaii BOH Stock Holding History

Schubert & Co’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
2023
Q2 		– Sell
-2
Closed -$105 – 236
2023
Q1 		$105 Sell
2
-21
-91% -$1.47K ﹤0.01% 1594
2022
Q4 		$1.78K Sell
23
-6
-21% -$465 ﹤0.01% 932
2022
Q3 		$2K Buy
29
+13
+81% +$1.02K ﹤0.01% 739
2022
Q2 		$1K Buy
16
+9
+129% +$693 ﹤0.01% 1009
2022
Q1 		$1K Buy
7
+2
+40% +$173 ﹤0.01% 596
2021
Q4 		$0 Buy
+5
New +$421 ﹤0.01% 1023

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Schubert & Co's BOH Position: Q2 2023 in Review

Schubert & Co sold out of Bank of Hawaii (BOH) in Q2 2023, closing a stake of 2 shares — an estimated $105 sold.

Schubert & Co first reported a position in BOH in Q4 2021 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 243 funds tracked by Wall St. Rank hold BOH as of Q2 2023.

  • Schubert & Co reported no remaining Bank of Hawaii position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 2 Bank of Hawaii shares in Q2 2023, an estimated $105.
  • Schubert & Co first reported a position in Bank of Hawaii in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Bank of Hawaii position peaked at $2K in Q3 2022.
  • 243 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.