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Caldwell Trust’s Hingham Institution for Saving HIFS Stock Holding History

Caldwell Trust’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
2024
Q4 		– Sell
-300
Closed -$73K – 718
2024
Q3 		$73K Hold
300
– – 0.01% 415
2024
Q2 		$53.7K Hold
300
– – 0.01% 447
2024
Q1 		$52.3K Hold
300
– – 0.01% 453
2023
Q4 		$58.3K Hold
300
– – 0.01% 428
2023
Q3 		$56K Hold
300
– – 0.01% 423
2023
Q2 		$64K Hold
300
– – 0.01% 413
2023
Q1 		$70K Hold
300
– – 0.01% 389
2022
Q4 		$82.8K Hold
300
– – 0.01% 364
2022
Q3 		$75.3K Hold
300
– – 0.01% 369
2022
Q2 		$85.1K Hold
300
– – 0.01% 373
2022
Q1 		$103K Hold
300
– – 0.01% 362
2021
Q4 		$126K Hold
300
– – 0.01% 343
2021
Q3 		$101K Hold
300
– – 0.01% 358
2021
Q2 		$87.2K Hold
300
– – 0.01% 381
2021
Q1 		$85.1K Hold
300
– – 0.01% 368
2020
Q4 		$64.8K Hold
300
– – 0.01% 385
2020
Q3 		$55.2K Hold
300
– – 0.01% 394
2020
Q2 		$50.3K Hold
300
– – 0.01% 409
2020
Q1 		$43.5K Hold
300
– – 0.01% 430
2019
Q4 		$63.1K Buy
+300
New +$57.8K 0.01% 423

Other funds holding HIFS

MC
Maren Capital Chicago, Illinois $2.16B AUM 21.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
DPCM
Doma Perpetual Capital Management Miami, Florida $431M AUM 13.21% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Caldwell Trust's HIFS Position: Q4 2024 in Review

Caldwell Trust sold out of Hingham Institution for Saving (HIFS) in Q4 2024, closing a stake of 300 shares — an estimated $73K sold.

Caldwell Trust first reported a position in HIFS in Q4 2019 and held it in 20 quarters. The position peaked at $126K in Q4 2021. 96 funds tracked by Wall St. Rank hold HIFS as of Q4 2024.

  • Caldwell Trust reported no remaining Hingham Institution for Saving position as of Q4 2024 after selling out during the quarter.
  • Caldwell Trust sold 300 Hingham Institution for Saving shares in Q4 2024, an estimated $73K.
  • Caldwell Trust first reported a position in Hingham Institution for Saving in Q4 2019 and held it in 20 quarters.
  • Caldwell Trust's Hingham Institution for Saving position peaked at $126K in Q4 2021.
  • 96 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q4 2024.

Based on Caldwell Trust's 13F filing for Q4 2024, filed 24 Sep 2025.