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AM Squared’s Hartford Financial Services HIG Stock Holding History

AM Squared’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
2023
Q3 		– Sell
-400
Closed -$28.8K – 107
2023
Q2 		$28.8K Sell
400
-700
-64% -$49.2K 0.03% 100
2023
Q1 		$76.7K Sell
1,100
-100
-8% -$7.43K 0.06% 109
2022
Q4 		$91K Buy
+1,200
New +$86.4K 0.06% 110

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
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

AM Squared's HIG Position: Q3 2023 in Review

AM Squared sold out of Hartford Financial Services (HIG) in Q3 2023, closing a stake of 400 shares — an estimated $28.8K sold.

AM Squared first reported a position in HIG in Q4 2022 and held it in 3 quarters. The position peaked at $91K in Q4 2022. 773 funds tracked by Wall St. Rank hold HIG as of Q3 2023.

  • AM Squared reported no remaining Hartford Financial Services position as of Q3 2023 after selling out during the quarter.
  • AM Squared sold 400 Hartford Financial Services shares in Q3 2023, an estimated $28.8K.
  • AM Squared first reported a position in Hartford Financial Services in Q4 2022 and held it in 3 quarters.
  • AM Squared's Hartford Financial Services position peaked at $91K in Q4 2022.
  • 773 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2023.

Based on AM Squared's 13F filing for Q3 2023, filed 7 Nov 2023.