Bartlett & Co Wealth Management’s Hanover Insurance THG Stock Holding History

Bartlett & Co Wealth Management’s Portfolio THG Stock Details THG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-25	Closed	-$2.53K	–	866
2020 Q2	$2.53K	Sell	25 -42	-63%	-$4.12K	﹤0.01%	781
2020 Q1	$6.07K	Sell	67 -40	-37%	-$4.95K	﹤0.01%	708
2019 Q4	$14.6K	Sell	107 -25	-19%	-$3.36K	﹤0.01%	689
2019 Q3	$17.9K	Sell	132 -70	-35%	-$9.19K	﹤0.01%	670
2019 Q2	$25.9K	Buy	202 +124	+159%	+$15.1K	﹤0.01%	506
2019 Q1	$8.9K	Hold	78	–	–	﹤0.01%	587
2018 Q4	$9.11K	Hold	78	–	–	﹤0.01%	588
2018 Q3	$9.62K	Hold	78	–	–	﹤0.01%	604
2018 Q2	$9.33K	Sell	78 -329	-81%	-$39.1K	﹤0.01%	599
2018 Q1	$48K	Buy	+407	New	+$45.7K	﹤0.01%	433

Other funds holding THG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bartlett & Co Wealth Management's THG Position: Q3 2020 in Review

Bartlett & Co Wealth Management sold out of Hanover Insurance (THG) in Q3 2020, closing a stake of 25 shares — an estimated $2.53K sold.

Bartlett & Co Wealth Management first reported a position in THG in Q1 2018 and held it in 10 quarters. The position peaked at $48K in Q1 2018. 339 funds tracked by Wall St. Rank hold THG as of Q3 2020.

Bartlett & Co Wealth Management reported no remaining Hanover Insurance position as of Q3 2020 after selling out during the quarter.
Bartlett & Co Wealth Management sold 25 Hanover Insurance shares in Q3 2020, an estimated $2.53K.
Bartlett & Co Wealth Management first reported a position in Hanover Insurance in Q1 2018 and held it in 10 quarters.
Bartlett & Co Wealth Management's Hanover Insurance position peaked at $48K in Q1 2018.
339 funds tracked by Wall St. Rank held Hanover Insurance as of Q3 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2020, filed 13 Feb 2024.