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

Martingale 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
2023
Q2 		– Sell
-1,090
Closed -$254K – 839
2023
Q1 		$254K Hold
1,090
– – ﹤0.01% 734
2022
Q4 		$301K Hold
1,090
– – 0.01% 723
2022
Q3 		$275K Hold
1,090
– – 0.01% 723
2022
Q2 		$310K Hold
1,090
– – 0.01% 727
2022
Q1 		$375K Hold
1,090
– – 0.01% 692
2021
Q4 		$458K Buy
1,090
+200
+22% +$75.5K 0.01% 661
2021
Q3 		$301K Buy
+890
New +$278K ﹤0.01% 750
2020
Q4 		– Sell
-1,100
Closed -$203K – 960
2020
Q3 		$203K Buy
+1,100
New +$201K ﹤0.01% 972
2020
Q1 		– Sell
-1,100
Closed -$232K – 987
2019
Q4 		$232K Hold
1,100
– – ﹤0.01% 939
2019
Q3 		$208K Hold
1,100
– – ﹤0.01% 972
2019
Q2 		$218K Sell
1,100
-300
-21% -$55.3K ﹤0.01% 984
2019
Q1 		$241K Hold
1,400
– – ﹤0.01% 975
2018
Q4 		$277K Sell
1,400
-200
-13% -$41.8K ﹤0.01% 929
2018
Q3 		$352K Hold
1,600
– – ﹤0.01% 887
2018
Q2 		$352K Hold
1,600
– – ﹤0.01% 911
2018
Q1 		$330K Sell
1,600
-2,300
-59% -$480K ﹤0.01% 871
2017
Q4 		$808K Sell
3,900
-1,400
-26% -$283K 0.01% 738
2017
Q3 		$1.01M Sell
5,300
-900
-15% -$164K 0.01% 724
2017
Q2 		$1.13M Hold
6,200
– – 0.02% 694
2017
Q1 		$1.1M Buy
6,200
+600
+11% +$112K 0.02% 698
2016
Q4 		$1.1M Buy
5,600
+2,700
+93% +$435K 0.02% 691
2016
Q3 		$402K Buy
+2,900
New +$381K 0.01% 841

Other funds holding HIFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 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
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Martingale Asset Management's HIFS Position: Q2 2023 in Review

Martingale Asset Management sold out of Hingham Institution for Saving (HIFS) in Q2 2023, closing a stake of 1,090 shares — an estimated $254K sold.

Martingale Asset Management first reported a position in HIFS in Q3 2016 and held it in 22 quarters. The position peaked at $1.13M in Q2 2017. 94 funds tracked by Wall St. Rank hold HIFS as of Q2 2023.

  • Martingale Asset Management reported no remaining Hingham Institution for Saving position as of Q2 2023 after selling out during the quarter.
  • Martingale Asset Management sold 1,090 Hingham Institution for Saving shares in Q2 2023, an estimated $254K.
  • Martingale Asset Management first reported a position in Hingham Institution for Saving in Q3 2016 and held it in 22 quarters.
  • Martingale Asset Management's Hingham Institution for Saving position peaked at $1.13M in Q2 2017.
  • 94 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q2 2023.

Based on Martingale Asset Management's 13F filing for Q2 2023, filed 11 Aug 2023.