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AGF Investments LLC’s Hartford Financial Services HIG Stock Holding History

AGF Investments LLC’s Portfolio HIG Stock Details HIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$1.57M Buy
25,415
+11,708
+85% +$762K 0.14% 89
2022
Q2 		$897K Buy
13,707
+2,128
+18% +$149K 0.08% 168
2022
Q1 		$831K Buy
11,579
+183
+2% +$12.9K 0.07% 171
2021
Q4 		$787K Buy
11,396
+2,216
+24% +$156K 0.07% 186
2021
Q3 		$645K Buy
+9,180
New +$607K 0.06% 93
2021
Q2 		– Sell
-3,585
Closed -$239K – 469
2021
Q1 		$239K Sell
3,585
-244
-6% -$13.2K 0.03% 268
2020
Q4 		$188K Sell
3,829
-476
-11% -$20.5K 0.02% 285
2020
Q3 		$159K Sell
4,305
-9,608
-69% -$383K 0.02% 343
2020
Q2 		$536K Sell
13,913
-14,906
-52% -$568K 0.05% 293
2020
Q1 		$1.02M Sell
28,819
-3,594
-11% -$187K 0.13% 97
2019
Q4 		$1.97M Buy
32,413
+15,066
+87% +$904K 0.37% 72
2019
Q3 		$1.05M Buy
17,347
+11,587
+201% +$678K 0.25% 102
2019
Q2 		$321K Buy
5,760
+1,248
+28% +$65.9K 0.07% 254
2019
Q1 		$224K Buy
+4,512
New +$214K 0.05% 266
2018
Q4 		– Sell
-214
Closed -$11K – 746
2018
Q3 		$11K Buy
214
+107
+100% +$5.5K ﹤0.01% 634
2018
Q2 		$6 Hold
107
– – ﹤0.01% 739
2018
Q1 		$6K Hold
107
– – ﹤0.01% 559
2017
Q4 		$6K Hold
107
– – ﹤0.01% 672
2017
Q3 		$6K Hold
107
– – ﹤0.01% 685
2017
Q2 		$6K Sell
107
-13
-11% -$644 ﹤0.01% 683
2017
Q1 		$6K Sell
120
-120
-50% -$5.81K ﹤0.01% 704
2016
Q4 		$12K Buy
+240
New +$11K ﹤0.01% 467

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AGF Investments LLC's HIG Position: Q3 2022 in Review

AGF Investments LLC increased its Hartford Financial Services (HIG) stake by 85% in Q3 2022, buying an estimated $762K and bringing the position to 25,415 shares worth $1.57M. The position accounts for 0.14% of the portfolio, ranked #89.

AGF Investments LLC first reported a position in HIG in Q4 2016 and has held it in 22 quarters since. The position peaked at $1.97M in Q4 2019. 735 funds tracked by Wall St. Rank hold HIG as of Q3 2022.

  • AGF Investments LLC held 25,415 shares of Hartford Financial Services worth $1.57M as of Q3 2022.
  • AGF Investments LLC bought 11,708 Hartford Financial Services shares in Q3 2022, an estimated $762K.
  • Hartford Financial Services made up 0.14% of AGF Investments LLC's portfolio in Q3 2022, its #89 holding.
  • AGF Investments LLC first reported a position in Hartford Financial Services in Q4 2016 and has held it in 22 quarters since.
  • AGF Investments LLC's Hartford Financial Services position peaked at $1.97M in Q4 2019.
  • 735 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2022.

Based on AGF Investments LLC's 13F filing for Q3 2022, filed 10 Nov 2022.