Cape Cod Five Cents Savings Bank’s Hingham Institution for Saving HIFS Stock Holding History

Cape Cod Five Cents Savings Bank’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	-510	Closed	-$214K	–	200
2021 Q4	$214K	Buy	+510	New	+$192K	0.02%	184
2020 Q1	–	Sell	-1,050	Closed	-$221K	–	179
2019 Q4	$221K	Sell	1,050 -100	-9%	-$19.3K	0.03%	171
2019 Q3	$217K	Hold	1,150	–	–	0.03%	173
2019 Q2	$228K	Buy	+1,150	New	+$212K	0.03%	170
2019 Q1	–	Sell	-1,200	Closed	-$237K	–	174
2018 Q4	$237K	Hold	1,200	–	–	0.04%	165
2018 Q3	$264K	Hold	1,200	–	–	0.04%	164
2018 Q2	$264K	Hold	1,200	–	–	0.04%	165
2018 Q1	$247K	Hold	1,200	–	–	0.04%	163
2017 Q4	$248K	Hold	1,200	–	–	0.04%	168
2017 Q3	$228K	Hold	1,200	–	–	0.04%	183
2017 Q2	$218K	Hold	1,200	–	–	0.03%	190
2017 Q1	$212K	Hold	1,200	–	–	0.03%	197
2016 Q4	$236K	Buy	+1,200	New	+$194K	0.04%	169

Other funds holding HIFS

Port Capital Chicago, Illinois $2.25B AUM 13.28% 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

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Cape Cod Five Cents Savings Bank's HIFS Position: Q1 2022 in Review

Cape Cod Five Cents Savings Bank sold out of Hingham Institution for Saving (HIFS) in Q1 2022, closing a stake of 510 shares — an estimated $214K sold.

Cape Cod Five Cents Savings Bank first reported a position in HIFS in Q4 2016 and held it in 13 quarters. The position peaked at $264K in Q3 2018. 90 funds tracked by Wall St. Rank hold HIFS as of Q1 2022.

Cape Cod Five Cents Savings Bank reported no remaining Hingham Institution for Saving position as of Q1 2022 after selling out during the quarter.
Cape Cod Five Cents Savings Bank sold 510 Hingham Institution for Saving shares in Q1 2022, an estimated $214K.
Cape Cod Five Cents Savings Bank first reported a position in Hingham Institution for Saving in Q4 2016 and held it in 13 quarters.
Cape Cod Five Cents Savings Bank's Hingham Institution for Saving position peaked at $264K in Q3 2018.
90 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q1 2022.

Based on Cape Cod Five Cents Savings Bank's 13F filing for Q1 2022, filed 10 May 2022.