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VELA Investment Management’s Hingham Institution for Saving HIFS Stock Holding History

VELA Investment Management’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
Q3 		– Sell
-2,358
Closed -$503K – 142
2023
Q2 		$503K Sell
2,358
-196
-8% -$39.9K 0.23% 111
2023
Q1 		$596K Buy
2,554
+1,376
+117% +$378K 0.27% 104
2022
Q4 		$325K Buy
1,178
+78
+7% +$20.6K 0.16% 124
2022
Q3 		$276K Buy
+1,100
New +$322K 0.16% 128

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
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

VELA Investment Management's HIFS Position: Q3 2023 in Review

VELA Investment Management sold out of Hingham Institution for Saving (HIFS) in Q3 2023, closing a stake of 2,358 shares — an estimated $503K sold.

VELA Investment Management first reported a position in HIFS in Q3 2022 and held it in 4 quarters. The position peaked at $596K in Q1 2023. 89 funds tracked by Wall St. Rank hold HIFS as of Q3 2023.

  • VELA Investment Management reported no remaining Hingham Institution for Saving position as of Q3 2023 after selling out during the quarter.
  • VELA Investment Management sold 2,358 Hingham Institution for Saving shares in Q3 2023, an estimated $503K.
  • VELA Investment Management first reported a position in Hingham Institution for Saving in Q3 2022 and held it in 4 quarters.
  • VELA Investment Management's Hingham Institution for Saving position peaked at $596K in Q1 2023.
  • 89 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q3 2023.

Based on VELA Investment Management's 13F filing for Q3 2023, filed 7 Nov 2023.