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Sun Life Financial’s First Hawaiian FHB Stock Holding History

Sun Life Financial’s Portfolio FHB Stock Details FHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-18,936
Closed -$506K – 500
2019
Q3 		$506K Buy
18,936
+107
+0.6% +$2.77K 0.13% 96
2019
Q2 		$487K Hold
18,829
– – 0.12% 105
2019
Q1 		$490K Buy
18,829
+622
+3% +$16.1K 0.11% 111
2018
Q4 		$410K Buy
18,207
+92
+0.5% +$2.27K 0.09% 118
2018
Q3 		$492K Buy
18,115
+1,921
+12% +$55K 0.09% 129
2018
Q2 		$470K Buy
+16,194
New +$467K 0.07% 130

Other funds holding FHB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Sun Life Financial's FHB Position: Q4 2019 in Review

Sun Life Financial sold out of First Hawaiian (FHB) in Q4 2019, closing a stake of 18,936 shares — an estimated $506K sold.

Sun Life Financial first reported a position in FHB in Q2 2018 and held it in 6 quarters. The position peaked at $506K in Q3 2019. 224 funds tracked by Wall St. Rank hold FHB as of Q4 2019.

  • Sun Life Financial reported no remaining First Hawaiian position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 18,936 First Hawaiian shares in Q4 2019, an estimated $506K.
  • Sun Life Financial first reported a position in First Hawaiian in Q2 2018 and held it in 6 quarters.
  • Sun Life Financial's First Hawaiian position peaked at $506K in Q3 2019.
  • 224 funds tracked by Wall St. Rank held First Hawaiian as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.