Epoch Investment Partners’s Hingham Institution for Saving HIFS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-54,436	Closed	-$12.7M	–	451
2023 Q1	$12.7M	Buy	54,436 +76	+0.1%	+$20.9K	0.08%	242
2022 Q4	$15M	Buy	54,360 +10,180	+23%	+$2.68M	0.09%	224
2022 Q3	$11.1M	Sell	44,180 -587	-1%	-$172K	0.07%	248
2022 Q2	$12.7M	Sell	44,767 -169	-0.4%	-$53.1K	0.07%	243
2022 Q1	$15.4M	Buy	44,936 +1,391	+3%	+$513K	0.08%	237
2021 Q4	$18.3M	Hold	43,545	–	–	0.09%	213
2021 Q3	$14.7M	Hold	43,545	–	–	0.08%	223
2021 Q2	$12.7M	Hold	43,545	–	–	0.07%	233
2021 Q1	$12.4M	Buy	43,545 +5,797	+15%	+$1.45M	0.06%	230
2020 Q4	$8.15M	Buy	37,748 +20,462	+118%	+$4.36M	0.04%	248
2020 Q3	$3.18M	Buy	17,286 +7,718	+81%	+$1.41M	0.02%	266
2020 Q2	$1.6M	Sell	9,568 -23,806	-71%	-$3.69M	0.01%	262
2020 Q1	$4.84M	Sell	33,374 -21,898	-40%	-$4.1M	0.03%	226
2019 Q4	$11.6M	Buy	55,272 +12,232	+28%	+$2.36M	0.05%	215
2019 Q3	$8.13M	Sell	43,040 -2,338	-5%	-$443K	0.04%	204
2019 Q2	$8.98M	Sell	45,378 -37,983	-46%	-$7.01M	0.04%	202
2019 Q1	$14.3M	Sell	83,361 -27,339	-25%	-$5.14M	0.06%	181
2018 Q4	$21.9M	Buy	110,700 +17,532	+19%	+$3.67M	0.1%	163
2018 Q3	$20.5M	Sell	93,168 -1,637	-2%	-$359K	0.08%	181
2018 Q2	$20.8K	Buy	94,805 +2,544	+3%	+$540K	0.06%	188
2018 Q1	$19M	Buy	92,261 +38,440	+71%	+$8.03M	0.07%	189
2017 Q4	$11.1M	Buy	53,821 +32,505	+152%	+$6.57M	0.04%	216
2017 Q3	$4.06M	Buy	+21,316	New	+$3.88M	0.01%	255