SRH Advisors’s Bank of Hawaii BOH Stock Holding History

SRH Advisors’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
2021 Q1	–	Sell	-632	Closed	-$48K	–	298
2020 Q4	$48K	Sell	632 -646	-51%	-$44.2K	0.08%	113
2020 Q3	$65K	Hold	1,278	–	–	0.13%	86
2020 Q2	$78K	Sell	1,278 -732	-36%	-$45.2K	0.19%	62
2020 Q1	$111K	Hold	2,010	–	–	0.31%	51
2019 Q4	$191K	Hold	2,010	–	–	0.61%	36
2019 Q3	$173K	Hold	2,010	–	–	0.58%	41
2019 Q2	$167K	Hold	2,010	–	–	0.57%	41
2019 Q1	$159K	Hold	2,010	–	–	0.56%	41
2018 Q4	$135K	Hold	2,010	–	–	0.52%	45
2018 Q3	$159K	Hold	2,010	–	–	0.54%	44
2018 Q2	$168K	Hold	2,010	–	–	0.63%	40
2018 Q1	$167K	Hold	2,010	–	–	0.66%	40
2017 Q4	$172K	Hold	2,010	–	–	0.68%	39
2017 Q3	$168K	Buy	2,010 +1,995	+13,300%	+$162K	0.71%	38
2017 Q2	$1K	Hold	15	–	–	﹤0.01%	206
2017 Q1	$1K	Hold	15	–	–	﹤0.01%	206
2016 Q4	$1K	Hold	15	–	–	0.01%	210
2016 Q3	$1K	Hold	15	–	–	0.01%	210
2016 Q2	$1K	Hold	15	–	–	0.01%	206
2016 Q1	$1K	Hold	15	–	–	0.01%	217
2015 Q4	$1K	Hold	15	–	–	0.01%	215
2015 Q3	$1K	Hold	15	–	–	0.01%	222
2015 Q2	$1K	Hold	15	–	–	0.01%	225
2015 Q1	$1K	Hold	15	–	–	0.01%	216
2014 Q4	$1K	Hold	15	–	–	0.01%	218
2014 Q3	$1K	Buy	+15	New	+$868	0.01%	203

Other funds holding BOH

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

SRH Advisors's BOH Position: Q1 2021 in Review

SRH Advisors sold out of Bank of Hawaii (BOH) in Q1 2021, closing a stake of 632 shares — an estimated $48K sold.

SRH Advisors first reported a position in BOH in Q3 2014 and held it in 26 quarters. The position peaked at $191K in Q4 2019. 301 funds tracked by Wall St. Rank hold BOH as of Q1 2021.

SRH Advisors reported no remaining Bank of Hawaii position as of Q1 2021 after selling out during the quarter.
SRH Advisors sold 632 Bank of Hawaii shares in Q1 2021, an estimated $48K.
SRH Advisors first reported a position in Bank of Hawaii in Q3 2014 and held it in 26 quarters.
SRH Advisors's Bank of Hawaii position peaked at $191K in Q4 2019.
301 funds tracked by Wall St. Rank held Bank of Hawaii as of Q1 2021.

Based on SRH Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.