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Belpointe Asset Management’s Hingham Institution for Saving HIFS Stock Holding History

Belpointe Asset Management’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
Q2 		– Sell
-103
Closed -$24K – 1748
2023
Q1 		$24K Hold
103
– – ﹤0.01% 2202
2022
Q4 		$28.3K Buy
+103
New +$27.1K ﹤0.01% 1947

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
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Belpointe Asset Management's HIFS Position: Q2 2023 in Review

Belpointe Asset Management sold out of Hingham Institution for Saving (HIFS) in Q2 2023, closing a stake of 103 shares — an estimated $24K sold.

Belpointe Asset Management first reported a position in HIFS in Q4 2022 and held it in 2 quarters. The position peaked at $28.3K in Q4 2022. 94 funds tracked by Wall St. Rank hold HIFS as of Q2 2023.

  • Belpointe Asset Management reported no remaining Hingham Institution for Saving position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 103 Hingham Institution for Saving shares in Q2 2023, an estimated $24K.
  • Belpointe Asset Management first reported a position in Hingham Institution for Saving in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Hingham Institution for Saving position peaked at $28.3K in Q4 2022.
  • 94 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.