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Altshuler Shaham’s Hartford Financial Services HIG Stock Holding History

Altshuler Shaham’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
2024
Q3 		– Sell
-203
Closed -$20.4K – 344
2024
Q2 		$20.4K Buy
+203
New +$20.4K ﹤0.01% 181
2021
Q3 		– Sell
-110
Closed -$7K – 575
2021
Q2 		$7K Buy
+110
New +$7.21K ﹤0.01% 557
2020
Q1 		– Sell
-134
Closed -$10K – 519
2019
Q4 		$10K Sell
134
-3,277
-96% -$197K ﹤0.01% 321
2019
Q3 		$206K Buy
+3,411
New +$200K 0.01% 161

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Altshuler Shaham's HIG Position: Q3 2024 in Review

Altshuler Shaham sold out of Hartford Financial Services (HIG) in Q3 2024, closing a stake of 203 shares — an estimated $20.4K sold.

Altshuler Shaham first reported a position in HIG in Q3 2019 and held it in 4 quarters. The position peaked at $206K in Q3 2019. 1,008 funds tracked by Wall St. Rank hold HIG as of Q3 2024.

  • Altshuler Shaham reported no remaining Hartford Financial Services position as of Q3 2024 after selling out during the quarter.
  • Altshuler Shaham sold 203 Hartford Financial Services shares in Q3 2024, an estimated $20.4K.
  • Altshuler Shaham first reported a position in Hartford Financial Services in Q3 2019 and held it in 4 quarters.
  • Altshuler Shaham's Hartford Financial Services position peaked at $206K in Q3 2019.
  • 1,008 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2024.

Based on Altshuler Shaham's 13F filing for Q3 2024, filed 14 Nov 2024.