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Cary Street Partners Investment Advisory’s Hartford Financial Services HIG Stock Holding History

Cary Street Partners Investment Advisory’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
-20
Closed -$1.42K – 1125
2023
Q3 		$1.42K Sell
20
-34
-63% -$2.47K ﹤0.01% 1706
2023
Q2 		$3.89K Hold
54
– – ﹤0.01% 1475
2023
Q1 		$3.76K Hold
54
– – ﹤0.01% 1388
2022
Q4 		$4.09K Buy
+54
New +$3.89K ﹤0.01% 1374

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Cary Street Partners Investment Advisory's HIG Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Hartford Financial Services (HIG) in Q4 2023, closing a stake of 20 shares — an estimated $1.42K sold.

Cary Street Partners Investment Advisory first reported a position in HIG in Q4 2022 and held it in 4 quarters. The position peaked at $4.09K in Q4 2022. 851 funds tracked by Wall St. Rank hold HIG as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Hartford Financial Services position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 20 Hartford Financial Services shares in Q4 2023, an estimated $1.42K.
  • Cary Street Partners Investment Advisory first reported a position in Hartford Financial Services in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Hartford Financial Services position peaked at $4.09K in Q4 2022.
  • 851 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.