Seven Post Investment Office’s First Hawaiian FHB Stock Holding History

Seven Post Investment Office’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
2024 Q4	–	Sell	-20,769	Closed	-$481K	–	42
2024 Q3	$481K	Hold	20,769	–	–	0.07%	42
2024 Q2	$431K	Hold	20,769	–	–	0.08%	43
2024 Q1	$456K	Hold	20,769	–	–	0.11%	40
2023 Q4	$475K	Hold	20,769	–	–	0.12%	43
2023 Q3	$375K	Hold	20,769	–	–	0.1%	44
2023 Q2	$374K	Hold	20,769	–	–	0.11%	44
2023 Q1	$428K	Hold	20,769	–	–	0.15%	37
2022 Q4	$541K	Buy	+20,769	New	+$533K	0.19%	33

Other funds holding FHB

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Seven Post Investment Office's FHB Position: Q4 2024 in Review

Seven Post Investment Office sold out of First Hawaiian (FHB) in Q4 2024, closing a stake of 20,769 shares — an estimated $481K sold.

Seven Post Investment Office first reported a position in FHB in Q4 2022 and held it in 8 quarters. The position peaked at $541K in Q4 2022. 247 funds tracked by Wall St. Rank hold FHB as of Q4 2024.

Seven Post Investment Office reported no remaining First Hawaiian position as of Q4 2024 after selling out during the quarter.
Seven Post Investment Office sold 20,769 First Hawaiian shares in Q4 2024, an estimated $481K.
Seven Post Investment Office first reported a position in First Hawaiian in Q4 2022 and held it in 8 quarters.
Seven Post Investment Office's First Hawaiian position peaked at $541K in Q4 2022.
247 funds tracked by Wall St. Rank held First Hawaiian as of Q4 2024.

Based on Seven Post Investment Office's 13F filing for Q4 2024, filed 16 Jan 2025.