Surevest’s Bank of Hawaii BOH Stock Holding History

Surevest’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
2022 Q3	$10K	Hold	125	–	–	﹤0.01%	285
2022 Q2	$9K	Buy	+125	New	+$9.62K	﹤0.01%	310

Other funds holding BOH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Surevest's BOH Position: Q3 2022 in Review

Surevest held its Bank of Hawaii (BOH) position steady in Q3 2022 at 125 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Surevest first reported a position in BOH in Q2 2022 and has held it in 2 quarters since. 313 funds tracked by Wall St. Rank hold BOH as of Q3 2022.

Surevest held 125 shares of Bank of Hawaii worth $10K as of Q3 2022.
Surevest left its Bank of Hawaii share count unchanged in Q3 2022.
Bank of Hawaii made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #285 holding.
Surevest first reported a position in Bank of Hawaii in Q2 2022 and has held it in 2 quarters since.
313 funds tracked by Wall St. Rank held Bank of Hawaii as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.