Wellington Management Group
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Wellington Management Group’s Bank of Hawaii BOH Stock Holding History

Wellington Management Group’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
Q1 		– Sell
-6,598
Closed -$553K – 2115
2021
Q4 		$553K Hold
6,598
– – ﹤0.01% 1951
2021
Q3 		$542K Buy
+6,598
New +$547K ﹤0.01% 1909
2021
Q2 		– Sell
-4,347
Closed -$389K – 2140
2021
Q1 		$389K Sell
4,347
-331
-7% -$28.8K ﹤0.01% 1914
2020
Q4 		$358K Sell
4,678
-6,266
-57% -$429K ﹤0.01% 1784
2020
Q3 		$553K Buy
10,944
+170
+2% +$9.5K ﹤0.01% 1680
2020
Q2 		$662K Sell
10,774
-9,504
-47% -$587K ﹤0.01% 1587
2020
Q1 		$1.12M Buy
20,278
+13,656
+206% +$1.1M ﹤0.01% 1503
2019
Q4 		$630K Buy
+6,622
New +$589K ﹤0.01% 1812
2018
Q4 		– Sell
-3,468
Closed -$273K – 2053
2018
Q3 		$273K Sell
3,468
-429
-11% -$35.6K ﹤0.01% 2141
2018
Q2 		$325K Buy
+3,897
New +$330K ﹤0.01% 2124

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group's BOH Position: Q1 2022 in Review

Wellington Management Group sold out of Bank of Hawaii (BOH) in Q1 2022, closing a stake of 6,598 shares — an estimated $553K sold.

Wellington Management Group first reported a position in BOH in Q2 2018 and held it in 10 quarters. The position peaked at $1.12M in Q1 2020. 316 funds tracked by Wall St. Rank hold BOH as of Q1 2022.

  • Wellington Management Group reported no remaining Bank of Hawaii position as of Q1 2022 after selling out during the quarter.
  • Wellington Management Group sold 6,598 Bank of Hawaii shares in Q1 2022, an estimated $553K.
  • Wellington Management Group first reported a position in Bank of Hawaii in Q2 2018 and held it in 10 quarters.
  • Wellington Management Group's Bank of Hawaii position peaked at $1.12M in Q1 2020.
  • 316 funds tracked by Wall St. Rank held Bank of Hawaii as of Q1 2022.

Based on Wellington Management Group's 13F filing for Q1 2022, filed 16 May 2022.