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Baystate Wealth Management’s Hartford Financial Services HIG Stock Holding History

Baystate Wealth 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 		$6.25K Buy
+77
New +$5.8K ﹤0.01% 835
2021
Q4 		– Sell
-10
Closed -$705 – 908
2021
Q3 		$1K Hold
10
– – ﹤0.01% 756
2021
Q2 		$1K Hold
10
– – ﹤0.01% 725
2021
Q1 		$1K Hold
10
– – ﹤0.01% 655
2020
Q4 		$1K Sell
10
-1
-9% -$43 ﹤0.01% 618
2020
Q3 		$0 Buy
11
+1
+10% +$40 ﹤0.01% 677
2020
Q2 		$0 Hold
10
– – ﹤0.01% 683
2020
Q1 		$0 Hold
10
– – ﹤0.01% 631
2019
Q4 		$1K Sell
10
-83
-89% -$4.98K ﹤0.01% 567
2019
Q3 		$6K Buy
93
+1
+1% +$59 ﹤0.01% 400
2019
Q2 		$5K Hold
92
– – ﹤0.01% 428
2019
Q1 		$5K Buy
92
+1
+1% +$47 ﹤0.01% 434
2018
Q4 		$4K Buy
91
+1
+1% +$45 ﹤0.01% 453
2018
Q3 		$4K Hold
90
– – ﹤0.01% 457
2018
Q2 		$5K Buy
90
+70
+350% +$3.67K ﹤0.01% 450
2018
Q1 		$1K Buy
20
+10
+100% +$547 ﹤0.01% 570
2017
Q4 		$1K Hold
10
– – ﹤0.01% 571
2017
Q3 		$1K Hold
10
– – ﹤0.01% 554
2017
Q2 		$1K Hold
10
– – ﹤0.01% 577
2017
Q1 		$1K Sell
10
-220
-96% -$10.6K ﹤0.01% 539
2016
Q4 		$11K Buy
+230
New +$10.5K ﹤0.01% 287

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Baystate Wealth Management's HIG Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Hartford Financial Services (HIG) in Q4 2023: 77 shares worth $6.25K. The stake represents ﹤0.01% of the portfolio and ranks #835 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in HIG as recently as Q3 2021.

Baystate Wealth Management first reported a position in HIG in Q4 2016 and has held it in 21 quarters since. The position peaked at $11K in Q4 2016. 850 funds tracked by Wall St. Rank hold HIG as of Q4 2023.

  • Baystate Wealth Management held 77 shares of Hartford Financial Services worth $6.25K as of Q4 2023.
  • Hartford Financial Services was a new Baystate Wealth Management position in Q4 2023.
  • Hartford Financial Services made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #835 holding.
  • Baystate Wealth Management first reported a position in Hartford Financial Services in Q4 2016 and has held it in 21 quarters since.
  • Baystate Wealth Management's Hartford Financial Services position peaked at $11K in Q4 2016.
  • 850 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.