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Bison Wealth’s Hingham Institution for Saving HIFS Stock Holding History

Bison Wealth’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
2022
Q1 		– Sell
-15,129
Closed -$15K – 385
2021
Q4 		$15K Hold
15,129
– – 0.01% 297
2021
Q3 		$15K Hold
15,129
– – 0.01% 393
2021
Q2 		$15K Hold
15,129
– – 0.01% 382
2021
Q1 		$15K Buy
+15,129
New +$3.78M 0.01% 385

Other funds holding HIFS

PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Bison Wealth's HIFS Position: Q1 2022 in Review

Bison Wealth sold out of Hingham Institution for Saving (HIFS) in Q1 2022, closing a stake of 15,129 shares — an estimated $15K sold.

Bison Wealth first reported a position in HIFS in Q1 2021 and held it in 4 quarters. The position peaked at $15K in Q4 2021. 90 funds tracked by Wall St. Rank hold HIFS as of Q1 2022.

  • Bison Wealth reported no remaining Hingham Institution for Saving position as of Q1 2022 after selling out during the quarter.
  • Bison Wealth sold 15,129 Hingham Institution for Saving shares in Q1 2022, an estimated $15K.
  • Bison Wealth first reported a position in Hingham Institution for Saving in Q1 2021 and held it in 4 quarters.
  • Bison Wealth's Hingham Institution for Saving position peaked at $15K in Q4 2021.
  • 90 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q1 2022.

Based on Bison Wealth's 13F filing for Q1 2022, filed 12 May 2022.