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Anchor Capital Advisors’s Hartford Financial Services HIG Stock Holding History

Anchor Capital Advisors’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
2018
Q4 		– Sell
-221,107
Closed -$11M – 275
2018
Q3 		$11M Sell
221,107
-10,900
-5% -$560K 0.4% 89
2018
Q2 		$11.9M Sell
232,007
-26,890
-10% -$1.41M 0.44% 90
2018
Q1 		$13.3M Sell
258,897
-256,295
-50% -$14M 0.46% 90
2017
Q4 		$29M Sell
515,192
-13,091
-2% -$730K 1.02% 33
2017
Q3 		$29.3M Sell
528,283
-185,665
-26% -$10.1M 1.06% 31
2017
Q2 		$37.5M Sell
713,948
-39,556
-5% -$1.96M 1.37% 19
2017
Q1 		$36.2M Buy
753,504
+2,083
+0.3% +$101K 1.26% 20
2016
Q4 		$35.8M Sell
751,421
-108,183
-13% -$4.96M 1.36% 19
2016
Q3 		$36.8M Sell
859,604
-411,223
-32% -$17.2M 1.24% 25
2016
Q2 		$56.4M Sell
1,270,827
-20,511
-2% -$916K 1.43% 20
2016
Q1 		$59.5M Sell
1,291,338
-53,287
-4% -$2.24M 1.43% 16
2015
Q4 		$58.4M Sell
1,344,625
-77,549
-5% -$3.56M 1.48% 17
2015
Q3 		$65.1M Buy
1,422,174
+199,221
+16% +$9.2M 1.66% 14
2015
Q2 		$50.8M Buy
1,222,953
+8,127
+0.7% +$339K 1.14% 32
2015
Q1 		$50.8M Sell
1,214,826
-61,133
-5% -$2.51M 1.1% 30
2014
Q4 		$53.2M Sell
1,275,959
-35,903
-3% -$1.42M 1.08% 30
2014
Q3 		$48.9M Sell
1,311,862
-61,924
-5% -$2.24M 1.01% 33
2014
Q2 		$49.2M Sell
1,373,786
-23,905
-2% -$841K 0.95% 41
2014
Q1 		$49.3M Buy
1,397,691
+1,247,556
+831% +$43.4M 0.98% 36
2013
Q4 		$5.44M Buy
150,135
+3,135
+2% +$108K 0.11% 119
2013
Q3 		$4.58M Buy
+147,000
New +$4.59M 0.1% 119

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Anchor Capital Advisors's HIG Position: Q4 2018 in Review

Anchor Capital Advisors sold out of Hartford Financial Services (HIG) in Q4 2018, closing a stake of 221,107 shares — an estimated $11M sold.

Anchor Capital Advisors first reported a position in HIG in Q3 2013 and held it in 21 quarters. The position peaked at $65.1M in Q3 2015. 607 funds tracked by Wall St. Rank hold HIG as of Q4 2018.

  • Anchor Capital Advisors reported no remaining Hartford Financial Services position as of Q4 2018 after selling out during the quarter.
  • Anchor Capital Advisors sold 221,107 Hartford Financial Services shares in Q4 2018, an estimated $11M.
  • Anchor Capital Advisors first reported a position in Hartford Financial Services in Q3 2013 and held it in 21 quarters.
  • Anchor Capital Advisors's Hartford Financial Services position peaked at $65.1M in Q3 2015.
  • 607 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2018.

Based on Anchor Capital Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.