Oppenheimer & Co’s Hingham Institution for Saving HIFS Stock Holding History

Oppenheimer & Co’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
2025 Q1	–	Sell	-1,000	Closed	-$254K	–	1613
2024 Q4	$254K	Hold	1,000	–	–	﹤0.01%	1350
2024 Q3	$243K	Buy	+1,000	New	+$231K	﹤0.01%	1330
2023 Q3	–	Sell	-1,000	Closed	-$213K	–	1416
2023 Q2	$213K	Hold	1,000	–	–	﹤0.01%	1269
2023 Q1	$233K	Hold	1,000	–	–	0.01%	1210
2022 Q4	$276K	Hold	1,000	–	–	0.01%	1115
2022 Q3	$251K	Hold	1,000	–	–	0.01%	1128
2022 Q2	$284K	Hold	1,000	–	–	0.01%	1129
2022 Q1	$343K	Hold	1,000	–	–	0.01%	1138
2021 Q4	$420K	Hold	1,000	–	–	0.01%	1109
2021 Q3	$337K	Hold	1,000	–	–	0.01%	1179
2021 Q2	$291K	Hold	1,000	–	–	0.01%	1257
2021 Q1	$284K	Hold	1,000	–	–	0.01%	1202
2020 Q4	$216K	Buy	+1,000	New	+$213K	﹤0.01%	1217

Other funds holding HIFS

Maren Capital Chicago, Illinois $1.91B AUM 17.37% 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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

DPCM

Doma Perpetual Capital Management Miami, Florida $372M AUM 14.96% 1-Year Est. Return

SIC

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Oppenheimer & Co's HIFS Position: Q1 2025 in Review

Oppenheimer & Co sold out of Hingham Institution for Saving (HIFS) in Q1 2025, closing a stake of 1,000 shares — an estimated $254K sold.

Oppenheimer & Co first reported a position in HIFS in Q4 2020 and held it in 13 quarters. The position peaked at $420K in Q4 2021. 102 funds tracked by Wall St. Rank hold HIFS as of Q1 2025.

Oppenheimer & Co reported no remaining Hingham Institution for Saving position as of Q1 2025 after selling out during the quarter.
Oppenheimer & Co sold 1,000 Hingham Institution for Saving shares in Q1 2025, an estimated $254K.
Oppenheimer & Co first reported a position in Hingham Institution for Saving in Q4 2020 and held it in 13 quarters.
Oppenheimer & Co's Hingham Institution for Saving position peaked at $420K in Q4 2021.
102 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q1 2025.

Based on Oppenheimer & Co's 13F filing for Q1 2025, filed 23 Apr 2025.