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Buckingham Strategic Wealth’s Hartford Financial Services HIG Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$941K Sell
9,359
-3
-0% -$301 0.01% 340
2024
Q1 		$965K Buy
9,362
+4,751
+103% +$436K 0.01% 342
2023
Q4 		$371K Buy
4,611
+1,413
+44% +$106K ﹤0.01% 515
2023
Q3 		$227K Buy
3,198
+400
+14% +$29K ﹤0.01% 605
2023
Q2 		$202K Buy
+2,798
New +$196K ﹤0.01% 640

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Buckingham Strategic Wealth's HIG Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Hartford Financial Services (HIG) stake by 0.03% in Q2 2024, selling an estimated $301 and leaving 9,359 shares worth $941K. The position accounts for 0.01% of the portfolio, ranked #340.

Buckingham Strategic Wealth first reported a position in HIG in Q2 2023 and has held it in 5 quarters since. The position peaked at $965K in Q1 2024. 926 funds tracked by Wall St. Rank hold HIG as of Q2 2024.

  • Buckingham Strategic Wealth held 9,359 shares of Hartford Financial Services worth $941K as of Q2 2024.
  • Buckingham Strategic Wealth sold 3 Hartford Financial Services shares in Q2 2024, an estimated $301.
  • Hartford Financial Services made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #340 holding.
  • Buckingham Strategic Wealth first reported a position in Hartford Financial Services in Q2 2023 and has held it in 5 quarters since.
  • Buckingham Strategic Wealth's Hartford Financial Services position peaked at $965K in Q1 2024.
  • 926 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.