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Baker Avenue Asset Management’s Hartford Financial Services HIG Stock Holding History

Baker Avenue Asset Management’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
Q4 		– Sell
-31
Closed -$2.2K – 844
2023
Q3 		$2.2K Buy
31
+2
+7% +$145 ﹤0.01% 1115
2023
Q2 		$2.09K Sell
29
-7
-19% -$492 ﹤0.01% 977
2023
Q1 		$2.51K Buy
36
+7
+24% +$520 ﹤0.01% 953
2022
Q4 		$2.2K Buy
+29
New +$2.09K ﹤0.01% 922

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Baker Avenue Asset Management's HIG Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Hartford Financial Services (HIG) in Q4 2023, closing a stake of 31 shares — an estimated $2.2K sold.

Baker Avenue Asset Management first reported a position in HIG in Q4 2022 and held it in 4 quarters. The position peaked at $2.51K in Q1 2023. 852 funds tracked by Wall St. Rank hold HIG as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Hartford Financial Services position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 31 Hartford Financial Services shares in Q4 2023, an estimated $2.2K.
  • Baker Avenue Asset Management first reported a position in Hartford Financial Services in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Hartford Financial Services position peaked at $2.51K in Q1 2023.
  • 852 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.