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Weld Capital Management’s Bank of Hawaii BOH Stock Holding History

Weld Capital Management’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
2021
Q3 		– Sell
-2,713
Closed -$228K – 26
2021
Q2 		$228K Sell
2,713
-5,650
-68% -$506K 0.23% 187
2021
Q1 		$748K Buy
+8,363
New +$728K 0.32% 120
2020
Q1 		– Sell
-3,506
Closed -$334K – 447
2019
Q4 		$334K Buy
+3,506
New +$312K 0.06% 445

Other funds holding BOH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

Weld Capital Management's BOH Position: Q3 2021 in Review

Weld Capital Management sold out of Bank of Hawaii (BOH) in Q3 2021, closing a stake of 2,713 shares — an estimated $228K sold.

Weld Capital Management first reported a position in BOH in Q4 2019 and held it in 3 quarters. The position peaked at $748K in Q1 2021. 285 funds tracked by Wall St. Rank hold BOH as of Q3 2021.

  • Weld Capital Management reported no remaining Bank of Hawaii position as of Q3 2021 after selling out during the quarter.
  • Weld Capital Management sold 2,713 Bank of Hawaii shares in Q3 2021, an estimated $228K.
  • Weld Capital Management first reported a position in Bank of Hawaii in Q4 2019 and held it in 3 quarters.
  • Weld Capital Management's Bank of Hawaii position peaked at $748K in Q1 2021.
  • 285 funds tracked by Wall St. Rank held Bank of Hawaii as of Q3 2021.

Based on Weld Capital Management's 13F filing for Q3 2021.