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Bedel Financial Consulting’s Hartford Financial Services HIG Stock Holding History

Bedel Financial Consulting’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
2022
Q2 		– Sell
-550
Closed -$39K – 477
2022
Q1 		$39K Sell
550
-254
-32% -$17.9K 0.01% 431
2021
Q4 		$56K Buy
804
+400
+99% +$28.2K 0.02% 378
2021
Q3 		$28K Hold
404
– – 0.01% 487
2021
Q2 		$25K Buy
+404
New +$26.5K 0.01% 514
2020
Q2 		– Sell
-11
Closed – – 851
2020
Q1 		$0 Buy
+11
New +$573 ﹤0.01% 859

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bedel Financial Consulting's HIG Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Hartford Financial Services (HIG) in Q2 2022, closing a stake of 550 shares — an estimated $39K sold.

Bedel Financial Consulting first reported a position in HIG in Q1 2020 and held it in 5 quarters. The position peaked at $56K in Q4 2021. 738 funds tracked by Wall St. Rank hold HIG as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Hartford Financial Services position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 550 Hartford Financial Services shares in Q2 2022, an estimated $39K.
  • Bedel Financial Consulting first reported a position in Hartford Financial Services in Q1 2020 and held it in 5 quarters.
  • Bedel Financial Consulting's Hartford Financial Services position peaked at $56K in Q4 2021.
  • 738 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.