Canada Life’s Hingham Institution for Saving HIFS Stock Holding History

Canada Life’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 Q2	–	Sell	-60	Closed	-$10K	–	2115
2024 Q1	$10K	Hold	60	–	–	﹤0.01%	2134
2023 Q4	$11K	Hold	60	–	–	﹤0.01%	2151
2023 Q3	$11K	Hold	60	–	–	﹤0.01%	2204
2023 Q2	$13K	Hold	60	–	–	﹤0.01%	2223
2023 Q1	$14K	Hold	60	–	–	﹤0.01%	2270
2022 Q4	$17K	Hold	60	–	–	﹤0.01%	2275
2022 Q3	$15K	Buy	+60	New	+$17.5K	﹤0.01%	2298
2020 Q3	–	Sell	-9	Closed	-$2K	–	2634
2020 Q2	$2K	Buy	9 +3	+50%	+$466	﹤0.01%	2655
2020 Q1	$1K	Buy	6 +2	+50%	+$374	﹤0.01%	2702
2019 Q4	$1K	Buy	+4	New	+$771	﹤0.01%	2730
2019 Q3	–	Sell	-4	Closed	-$1K	–	1625
2019 Q2	$1K	Hold	4	–	–	﹤0.01%	2737
2019 Q1	$1K	Hold	4	–	–	﹤0.01%	2508
2018 Q4	$1K	Sell	4 -1	-20%	-$209	﹤0.01%	2707
2018 Q3	$1K	Hold	5	–	–	﹤0.01%	2664
2018 Q2	$1K	Hold	5	–	–	﹤0.01%	2679
2018 Q1	$1K	Buy	+5	New	+$1.04K	﹤0.01%	2667

Other funds holding HIFS

Maren Capital Chicago, Illinois $1.91B AUM 17.37% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DPCM

Doma Perpetual Capital Management Miami, Florida $372M AUM 14.96% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Canada Life's HIFS Position: Q2 2024 in Review

Canada Life sold out of Hingham Institution for Saving (HIFS) in Q2 2024, closing a stake of 60 shares — an estimated $10K sold.

Canada Life first reported a position in HIFS in Q1 2018 and held it in 16 quarters. The position peaked at $17K in Q4 2022. 83 funds tracked by Wall St. Rank hold HIFS as of Q2 2024.

Canada Life reported no remaining Hingham Institution for Saving position as of Q2 2024 after selling out during the quarter.
Canada Life sold 60 Hingham Institution for Saving shares in Q2 2024, an estimated $10K.
Canada Life first reported a position in Hingham Institution for Saving in Q1 2018 and held it in 16 quarters.
Canada Life's Hingham Institution for Saving position peaked at $17K in Q4 2022.
83 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q2 2024.

Based on Canada Life's 13F filing for Q2 2024, filed 12 Aug 2024.