AG
HIG icon

Aperio Group’s Hartford Financial Services HIG Stock Holding History

Aperio Group’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
2020
Q4 		$13.3M Buy
270,990
+16,406
+6% +$708K 0.04% 453
2020
Q3 		$9.38M Sell
254,584
-4,374
-2% -$174K 0.03% 501
2020
Q2 		$9.98M Sell
258,958
-108,836
-30% -$4.15M 0.04% 456
2020
Q1 		$13M Sell
367,794
-39,338
-10% -$2.05M 0.06% 335
2019
Q4 		$24.7M Buy
407,132
+3,057
+0.8% +$183K 0.09% 248
2019
Q3 		$24.5M Buy
404,075
+31,895
+9% +$1.87M 0.1% 233
2019
Q2 		$20.7M Buy
372,180
+49,643
+15% +$2.62M 0.08% 274
2019
Q1 		$16M Buy
322,537
+34,963
+12% +$1.66M 0.07% 317
2018
Q4 		$12.8M Buy
287,574
+37,881
+15% +$1.7M 0.06% 333
2018
Q3 		$12.5M Sell
249,693
-22,298
-8% -$1.15M 0.06% 371
2018
Q2 		$13.9M Buy
271,991
+9,990
+4% +$523K 0.07% 337
2018
Q1 		$13.5M Sell
262,001
-3,132
-1% -$171K 0.07% 339
2017
Q4 		$14.9M Buy
265,133
+14,562
+6% +$812K 0.08% 307
2017
Q3 		$13.9M Buy
250,571
+12,632
+5% +$687K 0.08% 306
2017
Q2 		$12.5M Buy
237,939
+21,637
+10% +$1.07M 0.08% 312
2017
Q1 		$10.4M Buy
216,302
+5,107
+2% +$247K 0.07% 333
2016
Q4 		$10.1M Sell
211,195
-25,445
-11% -$1.17M 0.08% 296
2016
Q3 		$10.1M Sell
236,640
-6,721
-3% -$281K 0.07% 315
2016
Q2 		$10.8M Buy
243,361
+4,908
+2% +$219K 0.08% 277
2016
Q1 		$11M Buy
238,453
+5,806
+2% +$244K 0.09% 255
2015
Q4 		$10.1M Buy
232,647
+3,881
+2% +$178K 0.09% 253
2015
Q3 		$10.5M Buy
228,766
+17,772
+8% +$821K 0.11% 227
2015
Q2 		$8.77M Buy
210,994
+18,355
+10% +$766K 0.09% 273
2015
Q1 		$8.06M Buy
192,639
+12,416
+7% +$509K 0.09% 276
2014
Q4 		$7.51M Buy
180,223
+18,391
+11% +$728K 0.09% 266
2014
Q3 		$6.03M Buy
161,832
+8,783
+6% +$318K 0.08% 305
2014
Q2 		$5.48M Buy
153,049
+12,419
+9% +$437K 0.08% 308
2014
Q1 		$4.96M Buy
+140,630
New +$4.89M 0.07% 375
2013
Q4 		– Sell
-115,315
Closed -$3.97M – 348
2013
Q3 		$3.59M Buy
115,315
+13,788
+14% +$430K 0.07% 371
2013
Q2 		$3.14M Buy
+101,527
New +$2.93M 0.07% 341

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Aperio Group's HIG Position: Q4 2020 in Review

Aperio Group increased its Hartford Financial Services (HIG) stake by 6.4% in Q4 2020, buying an estimated $708K and bringing the position to 270,990 shares worth $13.3M. The position accounts for 0.04% of the portfolio, ranked #453.

Aperio Group first reported a position in HIG in Q2 2013 and has held it in 30 quarters since. The position peaked at $24.7M in Q4 2019. 638 funds tracked by Wall St. Rank hold HIG as of Q4 2020.

  • Aperio Group held 270,990 shares of Hartford Financial Services worth $13.3M as of Q4 2020.
  • Aperio Group bought 16,406 Hartford Financial Services shares in Q4 2020, an estimated $708K.
  • Hartford Financial Services made up 0.04% of Aperio Group's portfolio in Q4 2020, its #453 holding.
  • Aperio Group first reported a position in Hartford Financial Services in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Hartford Financial Services position peaked at $24.7M in Q4 2019.
  • 638 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.