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

McNamara 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
2023
Q1 		– Sell
-775
Closed -$214K – 66
2022
Q4 		$214K Buy
+775
New +$204K 0.06% 60
2022
Q3 		– Sell
-775
Closed -$220K – 60
2022
Q2 		$220K Hold
775
– – 0.06% 57
2022
Q1 		$266K Hold
775
– – 0.07% 53
2021
Q4 		$325K Hold
775
– – 0.08% 48
2021
Q3 		$261K Hold
775
– – 0.07% 52
2021
Q2 		$225K Buy
+775
New +$228K 0.06% 55

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

McNamara Financial Services's HIFS Position: Q1 2023 in Review

McNamara Financial Services sold out of Hingham Institution for Saving (HIFS) in Q1 2023, closing a stake of 775 shares — an estimated $214K sold.

McNamara Financial Services first reported a position in HIFS in Q2 2021 and held it in 6 quarters. The position peaked at $325K in Q4 2021. 91 funds tracked by Wall St. Rank hold HIFS as of Q1 2023.

  • McNamara Financial Services reported no remaining Hingham Institution for Saving position as of Q1 2023 after selling out during the quarter.
  • McNamara Financial Services sold 775 Hingham Institution for Saving shares in Q1 2023, an estimated $214K.
  • McNamara Financial Services first reported a position in Hingham Institution for Saving in Q2 2021 and held it in 6 quarters.
  • McNamara Financial Services's Hingham Institution for Saving position peaked at $325K in Q4 2021.
  • 91 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q1 2023.

Based on McNamara Financial Services's 13F filing for Q1 2023, filed 10 Apr 2023.