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Carmel Capital Partners’s Hartford Financial Services HIG Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-273
Closed -$19.4K – 383
2023
Q3 		$19.4K Buy
+273
New +$19.8K 0.01% 353

Other funds holding HIG

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Carmel Capital Partners's HIG Position: Q4 2023 in Review

Carmel Capital Partners sold out of Hartford Financial Services (HIG) in Q4 2023, closing a stake of 273 shares — an estimated $19.4K sold.

Carmel Capital Partners first reported a position in HIG in Q3 2023 and held it in 1 quarter. The position peaked at $19.4K in Q3 2023. 850 funds tracked by Wall St. Rank hold HIG as of Q4 2023.

  • Carmel Capital Partners reported no remaining Hartford Financial Services position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 273 Hartford Financial Services shares in Q4 2023, an estimated $19.4K.
  • Carmel Capital Partners first reported a position in Hartford Financial Services in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Hartford Financial Services position peaked at $19.4K in Q3 2023.
  • 850 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.