DA
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Denali Advisors’s Hingham Institution for Saving HIFS Stock Holding History

Denali 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
Q2 		– Sell
-1,700
Closed -$297K – 305
2024
Q1 		$297K Hold
1,700
– – 0.09% 188
2023
Q4 		$330K Hold
1,700
– – 0.1% 187
2023
Q3 		$317K Hold
1,700
– – 0.11% 184
2023
Q2 		$362K Buy
+1,700
New +$346K 0.13% 174
2021
Q2 		– Sell
-680
Closed -$193K – 310
2021
Q1 		$193K Hold
680
– – 0.06% 160
2020
Q4 		$147K Buy
680
+460
+209% +$98K 0.03% 248
2020
Q3 		$40K Buy
220
+110
+100% +$20.1K 0.01% 307
2020
Q2 		$18K Buy
+110
New +$17.1K ﹤0.01% 352
2020
Q1 		– Sell
-21
Closed -$4K – 345
2019
Q4 		$4K Hold
21
– – ﹤0.01% 299
2019
Q3 		$4K Sell
21
-13
-38% -$2.46K ﹤0.01% 240
2019
Q2 		$7K Buy
34
+21
+162% +$3.87K ﹤0.01% 233
2019
Q1 		$2K Buy
13
+3
+30% +$564 ﹤0.01% 225
2018
Q4 		$2K Buy
+10
New +$2.09K ﹤0.01% 203
2016
Q1 		– Sell
-18
Closed -$2K – 295
2015
Q4 		$2K Hold
18
– – ﹤0.01% 208
2015
Q3 		$2K Buy
+18
New +$2.07K ﹤0.01% 209

Other funds holding HIFS

MC
Maren Capital Chicago, Illinois $1.91B AUM 17.37% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Denali Advisors's HIFS Position: Q2 2024 in Review

Denali Advisors sold out of Hingham Institution for Saving (HIFS) in Q2 2024, closing a stake of 1,700 shares — an estimated $297K sold.

Denali Advisors first reported a position in HIFS in Q3 2015 and held it in 15 quarters. The position peaked at $362K in Q2 2023. 83 funds tracked by Wall St. Rank hold HIFS as of Q2 2024.

  • Denali Advisors reported no remaining Hingham Institution for Saving position as of Q2 2024 after selling out during the quarter.
  • Denali Advisors sold 1,700 Hingham Institution for Saving shares in Q2 2024, an estimated $297K.
  • Denali Advisors first reported a position in Hingham Institution for Saving in Q3 2015 and held it in 15 quarters.
  • Denali Advisors's Hingham Institution for Saving position peaked at $362K in Q2 2023.
  • 83 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q2 2024.

Based on Denali Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.