SSG
BOH icon

Summit Securities Group’s Bank of Hawaii BOH Stock Holding History

Summit Securities Group’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
2024
Q1 		– Sell
-1,200
Closed -$87K – 499
2023
Q4 		$87K Buy
+1,200
New +$68.8K 0.01% 352

Other funds holding BOH

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Securities Group's BOH Position: Q1 2024 in Review

Summit Securities Group sold out of Bank of Hawaii (BOH) in Q1 2024, closing a stake of 1,200 shares — an estimated $87K sold.

Summit Securities Group first reported a position in BOH in Q4 2023 and held it in 1 quarter. The position peaked at $87K in Q4 2023. 264 funds tracked by Wall St. Rank hold BOH as of Q1 2024.

  • Summit Securities Group reported no remaining Bank of Hawaii position as of Q1 2024 after selling out during the quarter.
  • Summit Securities Group sold 1,200 Bank of Hawaii shares in Q1 2024, an estimated $87K.
  • Summit Securities Group first reported a position in Bank of Hawaii in Q4 2023 and held it in 1 quarter.
  • Summit Securities Group's Bank of Hawaii position peaked at $87K in Q4 2023.
  • 264 funds tracked by Wall St. Rank held Bank of Hawaii as of Q1 2024.

Based on Summit Securities Group's 13F filing for Q1 2024, filed 13 May 2024.