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Epacria Capital Partners’s Hingham Institution for Saving HIFS Stock Holding History

Epacria Capital Partners’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
Q1 		– Sell
-2,804
Closed -$545K – 54
2023
Q4 		$545K Hold
2,804
– – 0.44% 44
2023
Q3 		$524K Sell
2,804
-320
-10% -$65.5K 0.43% 46
2023
Q2 		$666K Sell
3,124
-100
-3% -$20.4K 0.54% 41
2023
Q1 		$753K Buy
3,224
+702
+28% +$193K 0.58% 41
2022
Q4 		$696K Buy
+2,522
New +$665K 0.55% 42

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DPCM
Doma Perpetual Capital Management Miami, Florida $372M AUM 14.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Epacria Capital Partners's HIFS Position: Q1 2024 in Review

Epacria Capital Partners sold out of Hingham Institution for Saving (HIFS) in Q1 2024, closing a stake of 2,804 shares — an estimated $545K sold.

Epacria Capital Partners first reported a position in HIFS in Q4 2022 and held it in 5 quarters. The position peaked at $753K in Q1 2023. 86 funds tracked by Wall St. Rank hold HIFS as of Q1 2024.

  • Epacria Capital Partners reported no remaining Hingham Institution for Saving position as of Q1 2024 after selling out during the quarter.
  • Epacria Capital Partners sold 2,804 Hingham Institution for Saving shares in Q1 2024, an estimated $545K.
  • Epacria Capital Partners first reported a position in Hingham Institution for Saving in Q4 2022 and held it in 5 quarters.
  • Epacria Capital Partners's Hingham Institution for Saving position peaked at $753K in Q1 2023.
  • 86 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q1 2024.

Based on Epacria Capital Partners's 13F filing for Q1 2024, filed 14 May 2024.