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Aveo Capital Partners’s Hartford Financial Services HIG Stock Holding History

Aveo Capital 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
2024
Q2 		– Sell
-2,791
Closed -$273K – 342
2024
Q1 		$273K Sell
2,791
-266
-9% -$24.4K 0.03% 308
2023
Q4 		$246K Sell
3,057
-456
-13% -$34.3K 0.03% 296
2023
Q3 		$249K Sell
3,513
-196
-5% -$14.2K 0.03% 292
2023
Q2 		$267K Buy
3,709
+49
+1% +$3.44K 0.03% 290
2023
Q1 		$255K Sell
3,660
-3,881
-51% -$288K 0.03% 288
2022
Q4 		$572K Buy
7,541
+1,152
+18% +$82.9K 0.09% 169
2022
Q3 		$396K Buy
+6,389
New +$416K 0.07% 186

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

Aveo Capital Partners's HIG Position: Q2 2024 in Review

Aveo Capital Partners sold out of Hartford Financial Services (HIG) in Q2 2024, closing a stake of 2,791 shares — an estimated $273K sold.

Aveo Capital Partners first reported a position in HIG in Q3 2022 and held it in 7 quarters. The position peaked at $572K in Q4 2022. 926 funds tracked by Wall St. Rank hold HIG as of Q2 2024.

  • Aveo Capital Partners reported no remaining Hartford Financial Services position as of Q2 2024 after selling out during the quarter.
  • Aveo Capital Partners sold 2,791 Hartford Financial Services shares in Q2 2024, an estimated $273K.
  • Aveo Capital Partners first reported a position in Hartford Financial Services in Q3 2022 and held it in 7 quarters.
  • Aveo Capital Partners's Hartford Financial Services position peaked at $572K in Q4 2022.
  • 926 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2024.

Based on Aveo Capital Partners's 13F filing for Q2 2024, filed 2 Aug 2024.