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Bruce Berkowitz’s Hartford Financial Services HIG Stock Holding History

Bruce Berkowitz’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
2014
Q4 		– Sell
-52,000
Closed -$1.94M – 20
2014
Q3 		$1.94M Hold
52,000
– – 0.03% 22
2014
Q2 		$1.86M Hold
52,000
– – 0.02% 46
2014
Q1 		$1.83M Hold
52,000
– – 0.02% 39
2013
Q4 		$1.88M Hold
52,000
– – 0.02% 37
2013
Q3 		$1.62M Sell
52,000
-1,300
-2% -$40.6K 0.02% 18
2013
Q2 		$1.65M Buy
+53,300
New +$1.54M 0.02% 18

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Bruce Berkowitz's HIG Position: Q4 2014 in Review

Bruce Berkowitz sold out of Hartford Financial Services (HIG) in Q4 2014, closing a stake of 52,000 shares — an estimated $1.94M sold.

Bruce Berkowitz first reported a position in HIG in Q2 2013 and held it in 6 quarters. The position peaked at $1.94M in Q3 2014. 581 funds tracked by Wall St. Rank hold HIG as of Q4 2014.

  • Bruce Berkowitz reported no remaining Hartford Financial Services position as of Q4 2014 after selling out during the quarter.
  • Bruce Berkowitz sold 52,000 Hartford Financial Services shares in Q4 2014, an estimated $1.94M.
  • Bruce Berkowitz first reported a position in Hartford Financial Services in Q2 2013 and held it in 6 quarters.
  • Bruce Berkowitz's Hartford Financial Services position peaked at $1.94M in Q3 2014.
  • 581 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2014.

Based on Fairholme Capital Management's 13F filing for Q4 2014, filed 17 Feb 2015.