Summitry LLC’s Bank of Hawaii BOH Stock Holding History

Summitry LLC’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 Q1	–	Sell	-3,000	Closed	-$233K	–	92
2022 Q4	$233K	Hold	3,000	–	–	0.02%	88
2022 Q3	$228K	Hold	3,000	–	–	0.02%	89
2022 Q2	$223K	Hold	3,000	–	–	0.02%	74
2022 Q1	$252K	Hold	3,000	–	–	0.01%	80
2021 Q4	$251K	Buy	+3,000	New	+$253K	0.01%	81
2021 Q2	–	Sell	-3,000	Closed	-$268K	–	60
2021 Q1	$268K	Sell	3,000 -300	-9%	-$26.1K	0.02%	82
2020 Q4	$253K	Buy	+3,300	New	+$226K	0.02%	80
2020 Q1	–	Sell	-3,000	Closed	-$285K	–	83
2019 Q4	$285K	Hold	3,000	–	–	0.02%	70
2019 Q3	$258K	Hold	3,000	–	–	0.02%	77
2019 Q2	$249K	Hold	3,000	–	–	0.02%	74
2019 Q1	$237K	Hold	3,000	–	–	0.02%	74
2018 Q4	$202K	Hold	3,000	–	–	0.02%	77
2018 Q3	$237K	Hold	3,000	–	–	0.02%	75
2018 Q2	$250K	Hold	3,000	–	–	0.02%	72
2018 Q1	$249K	Hold	3,000	–	–	0.02%	73
2017 Q4	$257K	Hold	3,000	–	–	0.02%	75
2017 Q3	$250K	Hold	3,000	–	–	0.02%	76
2017 Q2	$249K	Hold	3,000	–	–	0.02%	72
2017 Q1	$247K	Hold	3,000	–	–	0.02%	72
2016 Q4	$266K	Sell	3,000 -600	-17%	-$48.7K	0.03%	71
2016 Q3	$261K	Hold	3,600	–	–	0.03%	76
2016 Q2	$248K	Buy	3,600 +300	+9%	+$20.6K	0.03%	78
2016 Q1	$225K	Hold	3,300	–	–	0.02%	76
2015 Q4	$208K	Hold	3,300	–	–	0.02%	77
2015 Q3	$210K	Hold	3,300	–	–	0.02%	69
2015 Q2	$220K	Hold	3,300	–	–	0.03%	65
2015 Q1	$202K	Buy	+3,300	New	+$195K	0.02%	66
2014 Q2	–	Sell	-3,300	Closed	-$200K	–	68
2014 Q1	$200K	Buy	+3,300	New	+$192K	0.03%	71

Other funds holding BOH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Summitry LLC's BOH Position: Q1 2023 in Review

Summitry LLC sold out of Bank of Hawaii (BOH) in Q1 2023, closing a stake of 3,000 shares — an estimated $233K sold.

Summitry LLC first reported a position in BOH in Q1 2014 and held it in 28 quarters. The position peaked at $285K in Q4 2019. 277 funds tracked by Wall St. Rank hold BOH as of Q1 2023.

Summitry LLC reported no remaining Bank of Hawaii position as of Q1 2023 after selling out during the quarter.
Summitry LLC sold 3,000 Bank of Hawaii shares in Q1 2023, an estimated $233K.
Summitry LLC first reported a position in Bank of Hawaii in Q1 2014 and held it in 28 quarters.
Summitry LLC's Bank of Hawaii position peaked at $285K in Q4 2019.
277 funds tracked by Wall St. Rank held Bank of Hawaii as of Q1 2023.

Based on Summitry LLC's 13F filing for Q1 2023, filed 12 May 2023.