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Dorsey Wright & Associates’s Hingham Institution for Saving HIFS Stock Holding History

Dorsey Wright & Associates’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
2023
Q2 		– Sell
-67
Closed -$15.6K – 315
2023
Q1 		$15.6K Sell
67
-6
-8% -$1.65K ﹤0.01% 277
2022
Q4 		$20.1K Buy
+73
New +$19.2K 0.01% 264
2022
Q2 		$31K Sell
111
-6
-5% -$1.88K 0.01% 249
2022
Q1 		$40K Buy
+117
New +$43.2K 0.01% 254

Other funds holding HIFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dorsey Wright & Associates's HIFS Position: Q2 2023 in Review

Dorsey Wright & Associates sold out of Hingham Institution for Saving (HIFS) in Q2 2023, closing a stake of 67 shares — an estimated $15.6K sold.

Dorsey Wright & Associates first reported a position in HIFS in Q1 2022 and held it in 4 quarters. The position peaked at $40K in Q1 2022. 94 funds tracked by Wall St. Rank hold HIFS as of Q2 2023.

  • Dorsey Wright & Associates reported no remaining Hingham Institution for Saving position as of Q2 2023 after selling out during the quarter.
  • Dorsey Wright & Associates sold 67 Hingham Institution for Saving shares in Q2 2023, an estimated $15.6K.
  • Dorsey Wright & Associates first reported a position in Hingham Institution for Saving in Q1 2022 and held it in 4 quarters.
  • Dorsey Wright & Associates's Hingham Institution for Saving position peaked at $40K in Q1 2022.
  • 94 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q2 2023.

Based on Dorsey Wright & Associates's 13F filing for Q2 2023, filed 26 Jul 2023.