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

Paragon 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
2024 Q1	–	Sell	-9,966	Closed	-$1.94M	–	85
2023 Q4	$1.94M	Buy	9,966 +6,307	+172%	+$1.08M	0.82%	27
2023 Q3	$683K	Buy	3,659 +469	+15%	+$96K	0.28%	81
2023 Q2	$680K	Sell	3,190 -10,325	-76%	-$2.1M	0.22%	90
2023 Q1	$3.15M	Sell	13,515 -863	-6%	-$237K	1.06%	21
2022 Q4	$3.97M	Sell	14,378 -138	-1%	-$36.4K	1.75%	16
2022 Q3	$3.65M	Buy	14,516 +9,587	+195%	+$2.8M	1.86%	15
2022 Q2	$1.4M	Sell	4,929 -4,553	-48%	-$1.43M	0.7%	44
2022 Q1	$3.25M	Buy	9,482 +6,543	+223%	+$2.41M	1.36%	19
2021 Q4	$1.23M	Buy	+2,939	New	+$1.11M	0.6%	42

Other funds holding HIFS

Maren Capital Chicago, Illinois $1.91B AUM 17.37% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DPCM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Paragon Advisors's HIFS Position: Q1 2024 in Review

Paragon Advisors sold out of Hingham Institution for Saving (HIFS) in Q1 2024, closing a stake of 9,966 shares — an estimated $1.94M sold.

Paragon Advisors first reported a position in HIFS in Q4 2021 and held it in 9 quarters. The position peaked at $3.97M in Q4 2022. 86 funds tracked by Wall St. Rank hold HIFS as of Q1 2024.

Paragon Advisors reported no remaining Hingham Institution for Saving position as of Q1 2024 after selling out during the quarter.
Paragon Advisors sold 9,966 Hingham Institution for Saving shares in Q1 2024, an estimated $1.94M.
Paragon Advisors first reported a position in Hingham Institution for Saving in Q4 2021 and held it in 9 quarters.
Paragon Advisors's Hingham Institution for Saving position peaked at $3.97M in Q4 2022.
86 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q1 2024.

Based on Paragon Advisors's 13F filing for Q1 2024, filed 29 Apr 2024.