HFS
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Heritage Financial Services’s Hingham Institution for Saving HIFS Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-324
Closed -$89K – 233
2022
Q2 		$89K Buy
+324
New +$102K 0.05% 120

Other funds holding HIFS

PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Heritage Financial Services's HIFS Position: Q3 2022 in Review

Heritage Financial Services sold out of Hingham Institution for Saving (HIFS) in Q3 2022, closing a stake of 324 shares — an estimated $89K sold.

Heritage Financial Services first reported a position in HIFS in Q2 2022 and held it in 1 quarter. The position peaked at $89K in Q2 2022. 85 funds tracked by Wall St. Rank hold HIFS as of Q3 2022.

  • Heritage Financial Services reported no remaining Hingham Institution for Saving position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 324 Hingham Institution for Saving shares in Q3 2022, an estimated $89K.
  • Heritage Financial Services first reported a position in Hingham Institution for Saving in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Hingham Institution for Saving position peaked at $89K in Q2 2022.
  • 85 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.