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Capital Performance Advisors’s Hingham Institution for Saving HIFS Stock Holding History

Capital Performance Advisors’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
-11
Closed -$2.68K – 1235
2024
Q3 		$2.68K Buy
+11
New +$2.54K ﹤0.01% 1418

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 $3.38T AUM 44.17% 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

Capital Performance Advisors's HIFS Position: Q4 2024 in Review

Capital Performance Advisors sold out of Hingham Institution for Saving (HIFS) in Q4 2024, closing a stake of 11 shares — an estimated $2.68K sold.

Capital Performance Advisors first reported a position in HIFS in Q3 2024 and held it in 1 quarter. The position peaked at $2.68K in Q3 2024. 97 funds tracked by Wall St. Rank hold HIFS as of Q4 2024.

  • Capital Performance Advisors reported no remaining Hingham Institution for Saving position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 11 Hingham Institution for Saving shares in Q4 2024, an estimated $2.68K.
  • Capital Performance Advisors first reported a position in Hingham Institution for Saving in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Hingham Institution for Saving position peaked at $2.68K in Q3 2024.
  • 97 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.