Carmichael Hill & Associates’s Hartford Financial Services HIG Stock Holding History

Carmichael Hill & Associates’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 Q3	$12.6K	Hold	107	–	–	﹤0.01%	560
2024 Q2	$10.8K	Hold	107	–	–	﹤0.01%	559
2024 Q1	$11K	Hold	107	–	–	﹤0.01%	553
2023 Q4	$8.6K	Hold	107	–	–	﹤0.01%	594
2023 Q3	$7.59K	Hold	107	–	–	﹤0.01%	599
2023 Q2	$7.71K	Hold	107	–	–	﹤0.01%	594
2023 Q1	$7.46K	Hold	107	–	–	﹤0.01%	593
2022 Q4	$8.11K	Hold	107	–	–	﹤0.01%	581
2022 Q3	$7K	Hold	107	–	–	﹤0.01%	627
2022 Q2	$7K	Hold	107	–	–	﹤0.01%	612
2022 Q1	$8K	Hold	107	–	–	﹤0.01%	631
2021 Q4	$7K	Hold	107	–	–	﹤0.01%	665
2021 Q3	$8K	Hold	107	–	–	﹤0.01%	625
2021 Q2	$7K	Hold	107	–	–	﹤0.01%	640
2021 Q1	$7K	Hold	107	–	–	﹤0.01%	619
2020 Q4	$5K	Hold	107	–	–	﹤0.01%	625
2020 Q3	$4K	Hold	107	–	–	﹤0.01%	608
2020 Q2	$4K	Hold	107	–	–	﹤0.01%	571
2020 Q1	$4K	Hold	107	–	–	﹤0.01%	551
2019 Q4	$7K	Buy	+107	New	+$6.42K	0.01%	518

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

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

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

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

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

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Carmichael Hill & Associates's HIG Position: Q3 2024 in Review

Carmichael Hill & Associates held its Hartford Financial Services (HIG) position steady in Q3 2024 at 107 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Carmichael Hill & Associates first reported a position in HIG in Q4 2019 and has held it in 20 quarters since. 1,008 funds tracked by Wall St. Rank hold HIG as of Q3 2024.

Carmichael Hill & Associates held 107 shares of Hartford Financial Services worth $12.6K as of Q3 2024.
Carmichael Hill & Associates left its Hartford Financial Services share count unchanged in Q3 2024.
Hartford Financial Services made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #560 holding.
Carmichael Hill & Associates first reported a position in Hartford Financial Services in Q4 2019 and has held it in 20 quarters since.
1,008 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.