GW
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GW & Wade’s Hingham Institution for Saving HIFS Stock Holding History

GW & Wade’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
Q4 		$1.82M Buy
9,364
+536
+6% +$91.9K 0.06% 181
2023
Q3 		$1.65M Hold
8,828
– – 0.06% 177
2023
Q2 		$1.88M Buy
+8,828
New +$1.8M 0.07% 166

Other funds holding HIFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
MC
Maren Capital Chicago, Illinois $2.16B AUM 21.9% 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 $3.01B AUM 27.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return

GW & Wade's HIFS Position: Q4 2023 in Review

GW & Wade increased its Hingham Institution for Saving (HIFS) stake by 6.1% in Q4 2023, buying an estimated $91.9K and bringing the position to 9,364 shares worth $1.82M. The position accounts for 0.06% of the portfolio, ranked #181.

GW & Wade first reported a position in HIFS in Q2 2023 and has held it in 3 quarters since. The position peaked at $1.88M in Q2 2023. 93 funds tracked by Wall St. Rank hold HIFS as of Q4 2023.

  • GW & Wade held 9,364 shares of Hingham Institution for Saving worth $1.82M as of Q4 2023.
  • GW & Wade bought 536 Hingham Institution for Saving shares in Q4 2023, an estimated $91.9K.
  • Hingham Institution for Saving made up 0.06% of GW & Wade's portfolio in Q4 2023, its #181 holding.
  • GW & Wade first reported a position in Hingham Institution for Saving in Q2 2023 and has held it in 3 quarters since.
  • GW & Wade's Hingham Institution for Saving position peaked at $1.88M in Q2 2023.
  • 93 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.