Marquette Asset Management’s Hingham Institution for Saving HIFS Stock Holding History

Marquette Asset Management’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 Q2	–	Sell	-96	Closed	-$33K	–	352
2022 Q1	$33K	Hold	96	–	–	0.01%	211
2021 Q4	$40K	Hold	96	–	–	0.01%	201
2021 Q3	$32K	Hold	96	–	–	0.01%	200
2021 Q2	$28K	Hold	96	–	–	0.01%	193
2021 Q1	$27K	Hold	96	–	–	0.01%	189
2020 Q4	$21K	Hold	96	–	–	﹤0.01%	198
2020 Q3	$18K	Hold	96	–	–	0.01%	185
2020 Q2	$16K	Hold	96	–	–	0.01%	206
2020 Q1	$14K	Hold	96	–	–	0.01%	204
2019 Q4	$20K	Hold	96	–	–	0.01%	184
2019 Q3	$18K	Hold	96	–	–	0.01%	215
2019 Q2	$19K	Hold	96	–	–	0.01%	204
2019 Q1	$17K	Buy	+96	New	+$18K	0.01%	213

Other funds holding HIFS

Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Marquette Asset Management's HIFS Position: Q2 2022 in Review

Marquette Asset Management sold out of Hingham Institution for Saving (HIFS) in Q2 2022, closing a stake of 96 shares — an estimated $33K sold.

Marquette Asset Management first reported a position in HIFS in Q1 2019 and held it in 13 quarters. The position peaked at $40K in Q4 2021. 88 funds tracked by Wall St. Rank hold HIFS as of Q2 2022.

Marquette Asset Management reported no remaining Hingham Institution for Saving position as of Q2 2022 after selling out during the quarter.
Marquette Asset Management sold 96 Hingham Institution for Saving shares in Q2 2022, an estimated $33K.
Marquette Asset Management first reported a position in Hingham Institution for Saving in Q1 2019 and held it in 13 quarters.
Marquette Asset Management's Hingham Institution for Saving position peaked at $40K in Q4 2021.
88 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q2 2022.

Based on Marquette Asset Management's 13F filing for Q2 2022, filed 15 Jul 2022.