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First Hawaiian shares owned by Lee Financial Group Hawaii

Quarter-by-quarter ownership of First Hawaiian (FHB) shares owned by Lee Financial Group Hawaii from 13F filings

Historical chart of Lee Financial Group Hawaii investment in First Hawaiian

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All positions including First Hawaiian held by Lee Financial Group Hawaii consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Hawaiian by Lee Financial Group Hawaii

Quarter filed Position value Share count Share price at filing
2024-03-31 $873k 40k 22.12
2023-12-31 $873k 38k 22.86
2023-09-30 $624k 35k 18.05
2023-06-30 $496k 28k 18.01

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Global X Fds Rbtcs Artfl Inte (BOTZ)
Spdr Ser Tr Aerospace Def (XAR)
Pimco Etf Tr Active Bd Etf (BOND)
J P Morgan Exchange Traded F Us Value Factr (JVAL)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Oneok (OKE)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
Costco Wholesale Corporation (COST)
First Hawaiian (FHB)

View all positions for Lee Financial Group Hawaii

Top funds holding First Hawaiian

Vanguard Group
Alliancebernstein
Dimensional Fund Advisors
Jpmorgan Chase & Co
Hotchkis and Wiley Capital Management
Reinhart Mahoney Capital Management
Yacktman Asset Management
Bank of New York Mellon
Wells Fargo & Company
Massachusetts Financial Services
Charles Schwab Investment Management
Norges Bank Investment Management
Allspring Global Investments Holdings
Citadel Advisors
Raymond James & Associates

View all funds holding First Hawaiian