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Simplicity Solutions’s Bank of Hawaii BOH Stock Holding History

Simplicity Solutions’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
Q4 		$599K Buy
8,261
+43
+0.5% +$2.47K 0.02% 607
2023
Q3 		$408K Buy
8,218
+642
+8% +$33K 0.01% 653
2023
Q2 		$312K Buy
7,576
+1,085
+17% +$48K 0.01% 814
2023
Q1 		$338K Buy
6,491
+61
+0.9% +$4.28K 0.01% 809
2022
Q4 		$499K Sell
6,430
-56
-0.9% -$4.34K 0.07% 342
2022
Q3 		$494K Buy
6,486
+655
+11% +$51.5K 0.07% 310
2022
Q2 		$434K Buy
5,831
+393
+7% +$30.3K 0.06% 337
2022
Q1 		$456K Sell
5,438
-5,028
-48% -$434K 0.06% 322
2021
Q4 		$876K Buy
10,466
+6,038
+136% +$508K 0.1% 247
2021
Q3 		$364K Buy
4,428
+695
+19% +$57.6K 0.06% 352
2021
Q2 		$314K Buy
3,733
+940
+34% +$84.2K 0.06% 360
2021
Q1 		$250K Sell
2,793
-753
-21% -$65.5K 0.06% 407
2020
Q4 		$272K Buy
+3,546
New +$243K ﹤0.01% 803

Other funds holding BOH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Simplicity Solutions's BOH Position: Q4 2023 in Review

Simplicity Solutions increased its Bank of Hawaii (BOH) stake by 0.52% in Q4 2023, buying an estimated $2.47K and bringing the position to 8,261 shares worth $599K. The position accounts for 0.02% of the portfolio, ranked #607.

Simplicity Solutions first reported a position in BOH in Q4 2020 and has held it in 13 quarters since. The position peaked at $876K in Q4 2021. 266 funds tracked by Wall St. Rank hold BOH as of Q4 2023.

  • Simplicity Solutions held 8,261 shares of Bank of Hawaii worth $599K as of Q4 2023.
  • Simplicity Solutions bought 43 Bank of Hawaii shares in Q4 2023, an estimated $2.47K.
  • Bank of Hawaii made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #607 holding.
  • Simplicity Solutions first reported a position in Bank of Hawaii in Q4 2020 and has held it in 13 quarters since.
  • Simplicity Solutions's Bank of Hawaii position peaked at $876K in Q4 2021.
  • 266 funds tracked by Wall St. Rank held Bank of Hawaii as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.