Modera Wealth Management’s Hingham Institution for Saving HIFS Stock Holding History

Modera Wealth 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	-923	Closed	-$215K	–	567
2023 Q1	$215K	Hold	923	–	–	0.01%	328
2022 Q4	$255K	Hold	923	–	–	0.01%	303
2022 Q3	$232K	Hold	923	–	–	0.01%	282
2022 Q2	$262K	Hold	923	–	–	0.01%	276
2022 Q1	$317K	Hold	923	–	–	0.01%	275
2021 Q4	$388K	Hold	923	–	–	0.01%	333
2021 Q3	$311K	Hold	923	–	–	0.02%	201
2021 Q2	$268K	Hold	923	–	–	0.01%	196
2021 Q1	$262K	Buy	+923	New	+$231K	0.02%	188
2020 Q1	–	Sell	-1,048	Closed	-$220K	–	156
2019 Q4	$220K	Sell	1,048 -54	-5%	-$10.4K	0.03%	139
2019 Q3	$208K	Hold	1,102	–	–	0.03%	138
2019 Q2	$218K	Buy	+1,102	New	+$203K	0.04%	132
2019 Q1	–	Sell	-1,102	Closed	-$218K	–	146
2018 Q4	$218K	Hold	1,102	–	–	0.04%	122
2018 Q3	$242K	Hold	1,102	–	–	0.05%	123
2018 Q2	$242K	Hold	1,102	–	–	0.05%	116
2018 Q1	$227K	Hold	1,102	–	–	0.05%	118
2017 Q4	$228K	Hold	1,102	–	–	0.05%	117
2017 Q3	$210K	Hold	1,102	–	–	0.05%	121
2017 Q2	$200K	Buy	+1,102	New	+$195K	0.05%	117
2017 Q1	–	Sell	-1,102	Closed	-$217K	–	118
2016 Q4	$217K	Buy	+1,102	New	+$178K	0.07%	98

Other funds holding HIFS

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

Port Capital Chicago, Illinois $2.25B AUM 13.28% 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

SIC

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

Royce & Associates New York $10.1B AUM 42.88% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Modera Wealth Management's HIFS Position: Q2 2023 in Review

Modera Wealth Management sold out of Hingham Institution for Saving (HIFS) in Q2 2023, closing a stake of 923 shares — an estimated $215K sold.

Modera Wealth Management first reported a position in HIFS in Q4 2016 and held it in 20 quarters. The position peaked at $388K in Q4 2021. 94 funds tracked by Wall St. Rank hold HIFS as of Q2 2023.

Modera Wealth Management reported no remaining Hingham Institution for Saving position as of Q2 2023 after selling out during the quarter.
Modera Wealth Management sold 923 Hingham Institution for Saving shares in Q2 2023, an estimated $215K.
Modera Wealth Management first reported a position in Hingham Institution for Saving in Q4 2016 and held it in 20 quarters.
Modera Wealth Management's Hingham Institution for Saving position peaked at $388K in Q4 2021.
94 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q2 2023.

Based on Modera Wealth Management's 13F filing for Q2 2023, filed 7 Aug 2023.