Patriot Financial Group Insurance Agency’s Hingham Institution for Saving HIFS Stock Holding History

Patriot Financial Group Insurance Agency’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
2021 Q1	–	Sell	-1,959	Closed	-$423K	–	2015
2020 Q4	$423K	Hold	1,959	–	–	0.11%	204
2020 Q3	$360K	Hold	1,959	–	–	0.12%	175
2020 Q2	$329K	Hold	1,959	–	–	0.13%	162
2020 Q1	$284K	Hold	1,959	–	–	0.13%	169
2019 Q4	$412K	Hold	1,959	–	–	0.15%	132
2019 Q3	$370K	Hold	1,959	–	–	0.17%	123
2019 Q2	$380K	Hold	1,959	–	–	0.16%	111
2019 Q1	$337K	Buy	+1,959	New	+$368K	0.17%	107

Other funds holding HIFS

Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HIFS Position: Q1 2021 in Review

Patriot Financial Group Insurance Agency sold out of Hingham Institution for Saving (HIFS) in Q1 2021, closing a stake of 1,959 shares — an estimated $423K sold.

Patriot Financial Group Insurance Agency first reported a position in HIFS in Q1 2019 and held it in 8 quarters. The position peaked at $423K in Q4 2020. 84 funds tracked by Wall St. Rank hold HIFS as of Q1 2021.

Patriot Financial Group Insurance Agency reported no remaining Hingham Institution for Saving position as of Q1 2021 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,959 Hingham Institution for Saving shares in Q1 2021, an estimated $423K.
Patriot Financial Group Insurance Agency first reported a position in Hingham Institution for Saving in Q1 2019 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's Hingham Institution for Saving position peaked at $423K in Q4 2020.
84 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q1 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2021, filed 29 Apr 2021.