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Berman Capital Advisors’s Hartford Financial Services HIG Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$157K Buy
2,235
+281
+14% +$18.6K 0.02% 326
2021
Q2 		$121K Buy
1,954
+553
+39% +$36.2K 0.02% 329
2021
Q1 		$93K Buy
1,401
+126
+10% +$6.81K 0.02% 324
2020
Q4 		$62K Buy
1,275
+58
+5% +$2.5K 0.01% 347
2020
Q3 		$44K Buy
1,217
+323
+36% +$12.9K 0.01% 376
2020
Q2 		$33K Sell
894
-43
-5% -$1.64K 0.01% 412
2020
Q1 		$31K Buy
937
+661
+239% +$34.4K 0.01% 385
2019
Q4 		$16K Buy
276
+28
+11% +$1.68K ﹤0.01% 590
2019
Q3 		$15K Hold
248
– – ﹤0.01% 587
2019
Q2 		$13K Buy
248
+94
+61% +$4.96K ﹤0.01% 639
2019
Q1 		$7K Hold
154
– – ﹤0.01% 763
2018
Q4 		$6K Buy
+154
New +$6.93K ﹤0.01% 625

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's HIG Position: Q3 2021 in Review

Berman Capital Advisors increased its Hartford Financial Services (HIG) stake by 14% in Q3 2021, buying an estimated $18.6K and bringing the position to 2,235 shares worth $157K. The position accounts for 0.02% of the portfolio, ranked #326.

Berman Capital Advisors first reported a position in HIG in Q4 2018 and has held it in 12 quarters since. 682 funds tracked by Wall St. Rank hold HIG as of Q3 2021.

  • Berman Capital Advisors held 2,235 shares of Hartford Financial Services worth $157K as of Q3 2021.
  • Berman Capital Advisors bought 281 Hartford Financial Services shares in Q3 2021, an estimated $18.6K.
  • Hartford Financial Services made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #326 holding.
  • Berman Capital Advisors first reported a position in Hartford Financial Services in Q4 2018 and has held it in 12 quarters since.
  • 682 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.