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Almanack Investment Partners’s Hartford Financial Services HIG Stock Holding History

Almanack Investment Partners’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
Q4 		– Sell
-230
Closed -$14K – 604
2022
Q3 		$14K Buy
+230
New +$15K ﹤0.01% 424

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Almanack Investment Partners's HIG Position: Q4 2022 in Review

Almanack Investment Partners sold out of Hartford Financial Services (HIG) in Q4 2022, closing a stake of 230 shares — an estimated $14K sold.

Almanack Investment Partners first reported a position in HIG in Q3 2022 and held it in 1 quarter. The position peaked at $14K in Q3 2022. 787 funds tracked by Wall St. Rank hold HIG as of Q4 2022.

  • Almanack Investment Partners reported no remaining Hartford Financial Services position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 230 Hartford Financial Services shares in Q4 2022, an estimated $14K.
  • Almanack Investment Partners first reported a position in Hartford Financial Services in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's Hartford Financial Services position peaked at $14K in Q3 2022.
  • 787 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.