SFS
HA

Sowell Financial Services’s Hawaiian Holdings, Inc. HA Stock Holding History

Sowell Financial Services’s Portfolio HA Stock Details HA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-108
Closed -$2K – 2759
2020
Q2 		$2K Buy
108
+45
+71% +$613 ﹤0.01% 2220
2020
Q1 		$1K Sell
63
-93
-60% -$2.12K ﹤0.01% 2350
2019
Q4 		$5K Buy
156
+4
+3% +$117 ﹤0.01% 1929
2019
Q3 		$4K Buy
+152
New +$3.99K ﹤0.01% 1887

Other funds holding HA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return