Simplex Trading
FHB icon

Simplex Trading’s First Hawaiian FHB Stock Holding History

Simplex Trading’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
Q4 		– Sell
-585
Closed -$10K – 9093
2023
Q3 		$10K Buy
+585
New +$11.3K ﹤0.01% 7172
2022
Q1 		– Sell
-8
Closed -$231 – 10687
2021
Q4 		$0 Sell
8
-279
-97% -$7.79K ﹤0.01% 10751
2021
Q3 		$8K Hold
287
– – ﹤0.01% 9042
2021
Q2 		$8K Buy
+287
New +$8.04K ﹤0.01% 9211
2018
Q3 		– Sell
-160
Closed -$4K – 7583
2018
Q2 		$4K Buy
+160
New +$4.62K ﹤0.01% 6795

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simplex Trading's FHB Position: Q4 2023 in Review

Simplex Trading sold out of First Hawaiian (FHB) in Q4 2023, closing a stake of 585 shares — an estimated $10K sold.

Simplex Trading first reported a position in FHB in Q2 2018 and held it in 5 quarters. The position peaked at $10K in Q3 2023. 221 funds tracked by Wall St. Rank hold FHB as of Q4 2023.

  • Simplex Trading reported no remaining First Hawaiian position as of Q4 2023 after selling out during the quarter.
  • Simplex Trading sold 585 First Hawaiian shares in Q4 2023, an estimated $10K.
  • Simplex Trading first reported a position in First Hawaiian in Q2 2018 and held it in 5 quarters.
  • Simplex Trading's First Hawaiian position peaked at $10K in Q3 2023.
  • 221 funds tracked by Wall St. Rank held First Hawaiian as of Q4 2023.

Based on Simplex Trading's 13F filing for Q4 2023, filed 2 Feb 2024.