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NewEdge Advisors’s Hingham Institution for Saving HIFS Stock Holding History

NewEdge Advisors’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
-1,305
Closed -$305K – 3549
2023
Q1 		$305K Buy
1,305
+74
+6% +$20.3K ﹤0.01% 1377
2022
Q4 		$340K Buy
1,231
+356
+41% +$93.8K 0.01% 944
2022
Q3 		$220K Buy
+875
New +$256K ﹤0.01% 1333

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

NewEdge Advisors's HIFS Position: Q2 2023 in Review

NewEdge Advisors sold out of Hingham Institution for Saving (HIFS) in Q2 2023, closing a stake of 1,305 shares — an estimated $305K sold.

NewEdge Advisors first reported a position in HIFS in Q3 2022 and held it in 3 quarters. The position peaked at $340K in Q4 2022. 94 funds tracked by Wall St. Rank hold HIFS as of Q2 2023.

  • NewEdge Advisors reported no remaining Hingham Institution for Saving position as of Q2 2023 after selling out during the quarter.
  • NewEdge Advisors sold 1,305 Hingham Institution for Saving shares in Q2 2023, an estimated $305K.
  • NewEdge Advisors first reported a position in Hingham Institution for Saving in Q3 2022 and held it in 3 quarters.
  • NewEdge Advisors's Hingham Institution for Saving position peaked at $340K in Q4 2022.
  • 94 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q2 2023.

Based on NewEdge Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.