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Welch & Forbes’s Bank of Hawaii BOH Stock Holding History

Welch & Forbes’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
Q4 		– Sell
-2,780
Closed -$212K – 370
2022
Q3 		$212K Hold
2,780
– – ﹤0.01% 357
2022
Q2 		$207K Buy
2,780
+380
+16% +$29.3K ﹤0.01% 368
2022
Q1 		$201K Buy
+2,400
New +$207K ﹤0.01% 376

Other funds holding BOH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Welch & Forbes's BOH Position: Q4 2022 in Review

Welch & Forbes sold out of Bank of Hawaii (BOH) in Q4 2022, closing a stake of 2,780 shares — an estimated $212K sold.

Welch & Forbes first reported a position in BOH in Q1 2022 and held it in 3 quarters. The position peaked at $212K in Q3 2022. 298 funds tracked by Wall St. Rank hold BOH as of Q4 2022.

  • Welch & Forbes reported no remaining Bank of Hawaii position as of Q4 2022 after selling out during the quarter.
  • Welch & Forbes sold 2,780 Bank of Hawaii shares in Q4 2022, an estimated $212K.
  • Welch & Forbes first reported a position in Bank of Hawaii in Q1 2022 and held it in 3 quarters.
  • Welch & Forbes's Bank of Hawaii position peaked at $212K in Q3 2022.
  • 298 funds tracked by Wall St. Rank held Bank of Hawaii as of Q4 2022.

Based on Welch & Forbes's 13F filing for Q4 2022, filed 2 Feb 2023.