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Cerity Partners OCIO’s Hartford Financial Services HIG Stock Holding History

Cerity Partners OCIO’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
2022
Q4 		$211K Buy
+2,787
New +$201K 0.01% 403
2017
Q3 		– Sell
-3,993
Closed -$210K – 256
2017
Q2 		$210K Buy
+3,993
New +$198K 0.02% 237

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Cerity Partners OCIO's HIG Position: Q4 2022 in Review

Cerity Partners OCIO opened a new position in Hartford Financial Services (HIG) in Q4 2022: 2,787 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #403 among its holdings. This is a return to the name: Cerity Partners OCIO previously reported a position in HIG as recently as Q2 2017.

Cerity Partners OCIO first reported a position in HIG in Q2 2017 and has held it in 2 quarters since. 787 funds tracked by Wall St. Rank hold HIG as of Q4 2022.

  • Cerity Partners OCIO held 2,787 shares of Hartford Financial Services worth $211K as of Q4 2022.
  • Hartford Financial Services was a new Cerity Partners OCIO position in Q4 2022.
  • Hartford Financial Services made up 0.01% of Cerity Partners OCIO's portfolio in Q4 2022, its #403 holding.
  • Cerity Partners OCIO first reported a position in Hartford Financial Services in Q2 2017 and has held it in 2 quarters since.
  • 787 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.