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Lumbard & Kellner’s Hingham Institution for Saving HIFS Stock Holding History

Lumbard & Kellner’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
Q1 		– Sell
-570
Closed -$221K – 93
2021
Q4 		$221K Buy
+570
New +$215K 0.08% 83

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Lumbard & Kellner's HIFS Position: Q1 2022 in Review

Lumbard & Kellner sold out of Hingham Institution for Saving (HIFS) in Q1 2022, closing a stake of 570 shares — an estimated $221K sold.

Lumbard & Kellner first reported a position in HIFS in Q4 2021 and held it in 1 quarter. The position peaked at $221K in Q4 2021. 90 funds tracked by Wall St. Rank hold HIFS as of Q1 2022.

  • Lumbard & Kellner reported no remaining Hingham Institution for Saving position as of Q1 2022 after selling out during the quarter.
  • Lumbard & Kellner sold 570 Hingham Institution for Saving shares in Q1 2022, an estimated $221K.
  • Lumbard & Kellner first reported a position in Hingham Institution for Saving in Q4 2021 and held it in 1 quarter.
  • Lumbard & Kellner's Hingham Institution for Saving position peaked at $221K in Q4 2021.
  • 90 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q1 2022.

Based on Lumbard & Kellner's 13F filing for Q1 2022, filed 13 May 2022.