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Aperio Group’s Hingham Institution for Saving HIFS Stock Holding History

Aperio Group’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
2019
Q3 		– Sell
-867
Closed -$172K – 2505
2019
Q2 		$172K Buy
+867
New +$160K ﹤0.01% 2224

Other funds holding HIFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
FTIOP
Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania $2.14B AUM 3.72% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
CYG
Clean Yield Group Norwich, Vermont $355M AUM 19.69% 1-Year Est. Return

Aperio Group's HIFS Position: Q3 2019 in Review

Aperio Group sold out of Hingham Institution for Saving (HIFS) in Q3 2019, closing a stake of 867 shares — an estimated $172K sold.

Aperio Group first reported a position in HIFS in Q2 2019 and held it in 1 quarter. The position peaked at $172K in Q2 2019. 79 funds tracked by Wall St. Rank hold HIFS as of Q3 2019.

  • Aperio Group reported no remaining Hingham Institution for Saving position as of Q3 2019 after selling out during the quarter.
  • Aperio Group sold 867 Hingham Institution for Saving shares in Q3 2019, an estimated $172K.
  • Aperio Group first reported a position in Hingham Institution for Saving in Q2 2019 and held it in 1 quarter.
  • Aperio Group's Hingham Institution for Saving position peaked at $172K in Q2 2019.
  • 79 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q3 2019.

Based on Aperio Group's 13F filing for Q3 2019, filed 6 Nov 2019.