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AXS Investments’s Hartford Financial Services HIG Stock Holding History

AXS Investments’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
-1,015
Closed -$73.1K – 417
2023
Q2 		$73.1K Sell
1,015
-1,175
-54% -$82.5K 0.02% 324
2023
Q1 		$153K Sell
2,190
-2,170
-50% -$161K 0.05% 233
2022
Q4 		$331K Sell
4,360
-245
-5% -$17.6K 0.12% 182
2022
Q3 		$285K Buy
+4,605
New +$300K 0.11% 188

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

AXS Investments's HIG Position: Q3 2023 in Review

AXS Investments sold out of Hartford Financial Services (HIG) in Q3 2023, closing a stake of 1,015 shares — an estimated $73.1K sold.

AXS Investments first reported a position in HIG in Q3 2022 and held it in 4 quarters. The position peaked at $331K in Q4 2022. 773 funds tracked by Wall St. Rank hold HIG as of Q3 2023.

  • AXS Investments reported no remaining Hartford Financial Services position as of Q3 2023 after selling out during the quarter.
  • AXS Investments sold 1,015 Hartford Financial Services shares in Q3 2023, an estimated $73.1K.
  • AXS Investments first reported a position in Hartford Financial Services in Q3 2022 and held it in 4 quarters.
  • AXS Investments's Hartford Financial Services position peaked at $331K in Q4 2022.
  • 773 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2023.

Based on AXS Investments's 13F filing for Q3 2023, filed 9 Nov 2023.