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Copeland Capital Management’s Hingham Institution for Saving HIFS Stock Holding History

Copeland Capital Management’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
2025
Q1 		– Sell
-134
Closed -$34.1K – 298
2024
Q4 		$34.1K Sell
134
-117
-47% -$31K ﹤0.01% 212
2024
Q3 		$61.1K Buy
+251
New +$58K ﹤0.01% 161
2024
Q2 		– Sell
-170
Closed -$29.7K – 190
2024
Q1 		$29.7K Buy
170
+2
+1% +$352 ﹤0.01% 187
2023
Q4 		$32.7K Buy
168
+83
+98% +$14.2K ﹤0.01% 166
2023
Q3 		$15.9K Buy
85
+1
+1% +$205 ﹤0.01% 214
2023
Q2 		$17.9K Sell
84
-20
-19% -$4.08K ﹤0.01% 211
2023
Q1 		$24K Buy
104
+8
+8% +$2.19K ﹤0.01% 198
2022
Q4 		$26K Buy
96
+2
+2% +$527 ﹤0.01% 197
2022
Q3 		$24K Buy
94
+1
+1% +$292 ﹤0.01% 197
2022
Q2 		$26K Buy
93
+3
+3% +$942 ﹤0.01% 200
2022
Q1 		$31K Sell
90
-24
-21% -$8.85K ﹤0.01% 189
2021
Q4 		$48K Buy
114
+3
+3% +$1.13K ﹤0.01% 157
2021
Q3 		$37K Hold
111
– – ﹤0.01% 164
2021
Q2 		$32K Hold
111
– – ﹤0.01% 172
2021
Q1 		$31K Buy
111
+8
+8% +$2K ﹤0.01% 172
2020
Q4 		$22K Sell
103
-20
-16% -$4.26K ﹤0.01% 184
2020
Q3 		$23K Hold
123
– – ﹤0.01% 155
2020
Q2 		$21K Buy
123
+27
+28% +$4.19K ﹤0.01% 163
2020
Q1 		$14K Buy
96
+10
+12% +$1.87K ﹤0.01% 183
2019
Q4 		$18K Buy
86
+23
+37% +$4.43K ﹤0.01% 178
2019
Q3 		$12K Hold
63
– – ﹤0.01% 209
2019
Q2 		$12K Buy
63
+3
+5% +$553 ﹤0.01% 213
2019
Q1 		$10K Hold
60
– – ﹤0.01% 213
2018
Q4 		$12K Buy
+60
New +$12.6K ﹤0.01% 183

Other funds holding HIFS

MC
Maren Capital Chicago, Illinois $1.91B AUM 17.37% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Copeland Capital Management's HIFS Position: Q1 2025 in Review

Copeland Capital Management sold out of Hingham Institution for Saving (HIFS) in Q1 2025, closing a stake of 134 shares — an estimated $34.1K sold.

Copeland Capital Management first reported a position in HIFS in Q4 2018 and held it in 24 quarters. The position peaked at $61.1K in Q3 2024. 102 funds tracked by Wall St. Rank hold HIFS as of Q1 2025.

  • Copeland Capital Management reported no remaining Hingham Institution for Saving position as of Q1 2025 after selling out during the quarter.
  • Copeland Capital Management sold 134 Hingham Institution for Saving shares in Q1 2025, an estimated $34.1K.
  • Copeland Capital Management first reported a position in Hingham Institution for Saving in Q4 2018 and held it in 24 quarters.
  • Copeland Capital Management's Hingham Institution for Saving position peaked at $61.1K in Q3 2024.
  • 102 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q1 2025.

Based on Copeland Capital Management's 13F filing for Q1 2025, filed 24 Apr 2025.