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

Epoch Investment 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
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 		$20.8M 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

Other funds holding HIFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.45B AUM 18.2% 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 $552B AUM 44.19% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Epoch Investment Partners's HIFS Position: Q2 2023 in Review

Epoch Investment Partners sold out of Hingham Institution for Saving (HIFS) in Q2 2023, closing a stake of 54,436 shares — an estimated $12.7M sold.

Epoch Investment Partners first reported a position in HIFS in Q3 2017 and held it in 23 quarters. The position peaked at $21.9M in Q4 2018. 95 funds tracked by Wall St. Rank hold HIFS as of Q2 2023.

  • Epoch Investment Partners reported no remaining Hingham Institution for Saving position as of Q2 2023 after selling out during the quarter.
  • Epoch Investment Partners sold 54,436 Hingham Institution for Saving shares in Q2 2023, an estimated $12.7M.
  • Epoch Investment Partners first reported a position in Hingham Institution for Saving in Q3 2017 and held it in 23 quarters.
  • Epoch Investment Partners's Hingham Institution for Saving position peaked at $21.9M in Q4 2018.
  • 95 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q2 2023.

Based on Epoch Investment Partners's 13F filing for Q2 2023, filed 11 Aug 2023.