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

Kelly 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
2024
Q3 		– Sell
-100
Closed -$17.9K – 357
2024
Q2 		$17.9K Hold
100
– – 0.01% 344
2024
Q1 		$17.4K Hold
100
– – 0.01% 351
2023
Q4 		$19.4K Hold
100
– – 0.01% 311
2023
Q3 		$18.7K Hold
100
– – 0.01% 290
2023
Q2 		$21.3K Hold
100
– – 0.01% 282
2023
Q1 		$23.3K Hold
100
– – 0.01% 262
2022
Q4 		$27.6K Hold
100
– – 0.01% 232
2022
Q3 		$25.1K Hold
100
– – 0.01% 228
2022
Q2 		$28.4K Hold
100
– – 0.01% 219
2022
Q1 		$34.3K Hold
100
– – 0.02% 221
2021
Q4 		$42K Hold
100
– – 0.02% 201
2021
Q3 		$33.7K Sell
100
-28,950
-100% -$9.05M 0.02% 206
2021
Q2 		$100K Buy
29,050
+28,950
+28,950% +$8.51M ﹤0.01% 380
2021
Q1 		$28.4K Hold
100
– – 0.02% 184
2020
Q4 		$21.6K Hold
100
– – 0.01% 186
2020
Q3 		$18.4K Hold
100
– – 0.01% 187
2020
Q2 		$16.8K Hold
100
– – 0.01% 185
2020
Q1 		$14.5K Hold
100
– – 0.02% 174
2019
Q4 		$21K Hold
100
– – 0.02% 154
2019
Q3 		$18.9K Hold
100
– – 0.02% 153
2019
Q2 		$19.8K Hold
100
– – 0.02% 150
2019
Q1 		$17.2K Buy
+100
New +$18.8K 0.02% 161

Other funds holding HIFS

MC
Maren Capital Chicago, Illinois $1.91B AUM 17.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DPCM
Doma Perpetual Capital Management Miami, Florida $372M AUM 14.96% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Kelly Financial Services's HIFS Position: Q3 2024 in Review

Kelly Financial Services sold out of Hingham Institution for Saving (HIFS) in Q3 2024, closing a stake of 100 shares — an estimated $17.9K sold.

Kelly Financial Services first reported a position in HIFS in Q1 2019 and held it in 22 quarters. The position peaked at $100K in Q2 2021. 93 funds tracked by Wall St. Rank hold HIFS as of Q3 2024.

  • Kelly Financial Services reported no remaining Hingham Institution for Saving position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 100 Hingham Institution for Saving shares in Q3 2024, an estimated $17.9K.
  • Kelly Financial Services first reported a position in Hingham Institution for Saving in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's Hingham Institution for Saving position peaked at $100K in Q2 2021.
  • 93 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.