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Annandale Capital’s Hingham Institution for Saving HIFS Stock Holding History

Annandale Capital’s Portfolio HIFS Stock Details HIFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,000
Closed -$2.24M – 146
2023
Q3 		$2.24M Hold
12,000
– – 0.56% 45
2023
Q2 		$2.56M Buy
12,000
+9,854
+459% +$2.01M 0.74% 38
2023
Q1 		$501K Buy
2,146
+146
+7% +$40.1K 0.16% 90
2022
Q4 		$552K Buy
+2,000
New +$527K 0.18% 85

Other funds holding HIFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MC
Maren Capital Chicago, Illinois $1.91B AUM 17.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return

Annandale Capital's HIFS Position: Q4 2023 in Review

Annandale Capital sold out of Hingham Institution for Saving (HIFS) in Q4 2023, closing a stake of 12,000 shares — an estimated $2.24M sold.

Annandale Capital first reported a position in HIFS in Q4 2022 and held it in 4 quarters. The position peaked at $2.56M in Q2 2023. 93 funds tracked by Wall St. Rank hold HIFS as of Q4 2023.

  • Annandale Capital reported no remaining Hingham Institution for Saving position as of Q4 2023 after selling out during the quarter.
  • Annandale Capital sold 12,000 Hingham Institution for Saving shares in Q4 2023, an estimated $2.24M.
  • Annandale Capital first reported a position in Hingham Institution for Saving in Q4 2022 and held it in 4 quarters.
  • Annandale Capital's Hingham Institution for Saving position peaked at $2.56M in Q2 2023.
  • 93 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q4 2023.

Based on Annandale Capital's 13F filing for Q4 2023, filed 14 Feb 2024.