SGI
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Summit Global Investments’s Hingham Institution for Saving HIFS Stock Holding History

Summit Global Investments’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
2022
Q4 		– Sell
-1,050
Closed -$264K – 472
2022
Q3 		$264K Sell
1,050
-450
-30% -$132K 0.02% 413
2022
Q2 		$426K Buy
1,500
+200
+15% +$62.8K 0.04% 347
2022
Q1 		$446K Buy
1,300
+500
+63% +$184K 0.03% 348
2021
Q4 		$336K Buy
+800
New +$302K 0.02% 434

Other funds holding HIFS

PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return

Summit Global Investments's HIFS Position: Q4 2022 in Review

Summit Global Investments sold out of Hingham Institution for Saving (HIFS) in Q4 2022, closing a stake of 1,050 shares — an estimated $264K sold.

Summit Global Investments first reported a position in HIFS in Q4 2021 and held it in 4 quarters. The position peaked at $446K in Q1 2022. 92 funds tracked by Wall St. Rank hold HIFS as of Q4 2022.

  • Summit Global Investments reported no remaining Hingham Institution for Saving position as of Q4 2022 after selling out during the quarter.
  • Summit Global Investments sold 1,050 Hingham Institution for Saving shares in Q4 2022, an estimated $264K.
  • Summit Global Investments first reported a position in Hingham Institution for Saving in Q4 2021 and held it in 4 quarters.
  • Summit Global Investments's Hingham Institution for Saving position peaked at $446K in Q1 2022.
  • 92 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q4 2022.

Based on Summit Global Investments's 13F filing for Q4 2022, filed 31 Jan 2023.