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

BerganKDV 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
2022 Q3	–	Sell	-18	Closed	-$1K	–	1008
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	907
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	927
2021 Q4	$1K	Hold	18	–	–	﹤0.01%	986
2021 Q3	$1K	Hold	18	–	–	﹤0.01%	968
2021 Q2	$1K	Hold	18	–	–	﹤0.01%	916
2021 Q1	$1K	Hold	18	–	–	﹤0.01%	862
2020 Q4	$1K	Buy	18 +4	+29%	+$173	﹤0.01%	863
2020 Q3	$1K	Hold	14	–	–	﹤0.01%	812
2020 Q2	$1K	Sell	14 -24	-63%	-$915	﹤0.01%	864
2020 Q1	$1K	Buy	38 +14	+58%	+$729	﹤0.01%	831
2019 Q4	$1K	Hold	24	–	–	﹤0.01%	854
2019 Q3	$1K	Hold	24	–	–	﹤0.01%	661
2019 Q2	$1K	Hold	24	–	–	﹤0.01%	702
2019 Q1	$1K	Hold	24	–	–	﹤0.01%	697
2018 Q4	$1K	Buy	+24	New	+$1.08K	﹤0.01%	660
2018 Q3	–	Sell	-1,000	Closed	-$51K	–	631
2018 Q2	$51K	Buy	+1,000	New	+$52.4K	0.01%	318

Other funds holding HIG

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BerganKDV Wealth Management's HIG Position: Q3 2022 in Review

BerganKDV Wealth Management sold out of Hartford Financial Services (HIG) in Q3 2022, closing a stake of 18 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in HIG in Q2 2018 and held it in 16 quarters. The position peaked at $51K in Q2 2018. 734 funds tracked by Wall St. Rank hold HIG as of Q3 2022.

BerganKDV Wealth Management reported no remaining Hartford Financial Services position as of Q3 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 18 Hartford Financial Services shares in Q3 2022, an estimated $1K.
BerganKDV Wealth Management first reported a position in Hartford Financial Services in Q2 2018 and held it in 16 quarters.
BerganKDV Wealth Management's Hartford Financial Services position peaked at $51K in Q2 2018.
734 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2022.

Based on BerganKDV Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.