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Investment Advisory Group’s Hingham Institution for Saving HIFS Stock Holding History

Investment Advisory Group’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
Q1 		– Sell
-749
Closed -$207K – 139
2022
Q4 		$207K Sell
749
-381
-34% -$100K 0.13% 129
2022
Q3 		$284K Hold
1,130
– – 0.2% 93
2022
Q2 		$321K Buy
1,130
+381
+51% +$120K 0.22% 84
2022
Q1 		$256K Hold
749
– – 0.16% 107
2021
Q4 		$273K Buy
+749
New +$283K 0.17% 99

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
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Investment Advisory Group's HIFS Position: Q1 2023 in Review

Investment Advisory Group sold out of Hingham Institution for Saving (HIFS) in Q1 2023, closing a stake of 749 shares — an estimated $207K sold.

Investment Advisory Group first reported a position in HIFS in Q4 2021 and held it in 5 quarters. The position peaked at $321K in Q2 2022. 91 funds tracked by Wall St. Rank hold HIFS as of Q1 2023.

  • Investment Advisory Group reported no remaining Hingham Institution for Saving position as of Q1 2023 after selling out during the quarter.
  • Investment Advisory Group sold 749 Hingham Institution for Saving shares in Q1 2023, an estimated $207K.
  • Investment Advisory Group first reported a position in Hingham Institution for Saving in Q4 2021 and held it in 5 quarters.
  • Investment Advisory Group's Hingham Institution for Saving position peaked at $321K in Q2 2022.
  • 91 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q1 2023.

Based on Investment Advisory Group's 13F filing for Q1 2023, filed 2 May 2023.