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Connectus Wealth’s Hartford Financial Services HIG Stock Holding History

Connectus 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
Q1 		– Sell
-5,252
Closed -$422K – 411
2023
Q4 		$422K Sell
5,252
-100
-2% -$7.53K 0.01% 422
2023
Q3 		$380K Hold
5,352
– – 0.01% 410
2023
Q2 		$386K Buy
+5,352
New +$376K 0.01% 370

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Connectus Wealth's HIG Position: Q1 2024 in Review

Connectus Wealth sold out of Hartford Financial Services (HIG) in Q1 2024, closing a stake of 5,252 shares — an estimated $422K sold.

Connectus Wealth first reported a position in HIG in Q2 2023 and held it in 3 quarters. The position peaked at $422K in Q4 2023. 920 funds tracked by Wall St. Rank hold HIG as of Q1 2024.

  • Connectus Wealth reported no remaining Hartford Financial Services position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 5,252 Hartford Financial Services shares in Q1 2024, an estimated $422K.
  • Connectus Wealth first reported a position in Hartford Financial Services in Q2 2023 and held it in 3 quarters.
  • Connectus Wealth's Hartford Financial Services position peaked at $422K in Q4 2023.
  • 920 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.