Credit Suisse’s Hartford Financial Services HIG Stock Holding History

Credit Suisse’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
2019 Q4	–	Sell	-141,800	Closed	-$8.59M	–	4237
2019 Q3	$8.59M	Buy	+141,800	New	+$8.3M	0.01%	1403
2019 Q2	–	Sell	-24,300	Closed	-$1.21M	–	4164
2019 Q1	$1.21M	Hold	24,300	–	–	﹤0.01%	2740
2018 Q4	$1.08M	Buy	+24,300	New	+$1.09M	﹤0.01%	2715
2017 Q1	–	Sell	-3,890,900	Closed	-$185M	–	3904
2016 Q4	$185M	Buy	+3,890,900	New	+$178M	0.18%	98
2016 Q2	–	Sell	-2,593,400	Closed	-$120M	–	4258
2016 Q1	$120M	Buy	2,593,400 +1,480,800	+133%	+$62.2M	0.14%	141
2015 Q4	$48.4M	Sell	1,112,600 -710,800	-39%	-$32.6M	0.06%	389
2015 Q3	$83.5M	Buy	1,823,400 +1,573,800	+631%	+$72.7M	0.1%	208
2015 Q2	$10.4M	Sell	249,600 -2,492,900	-91%	-$104M	0.01%	1219
2015 Q1	$115M	Buy	2,742,500 +333,200	+14%	+$13.7M	0.12%	185
2014 Q4	$100M	Buy	2,409,300 +717,600	+42%	+$28.4M	0.09%	218
2014 Q3	$63M	Buy	+1,691,700	New	+$61.2M	0.05%	396

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Credit Suisse's HIG Position: Q1 2024 in Review

Credit Suisse reduced its Hartford Financial Services (HIG) stake by 3.5% in Q1 2024, selling an estimated $2.02M and leaving 614,389 shares worth $63.3M. The position accounts for 0.06% of the portfolio, ranked #308.

Credit Suisse first reported a position in HIG in Q2 2013 and has held it in 44 quarters since. The position peaked at $86.5M in Q1 2021. 920 funds tracked by Wall St. Rank hold HIG as of Q1 2024.

Credit Suisse held 614,389 shares of Hartford Financial Services worth $63.3M as of Q1 2024.
Credit Suisse sold 22,005 Hartford Financial Services shares in Q1 2024, an estimated $2.02M.
Hartford Financial Services made up 0.06% of Credit Suisse's portfolio in Q1 2024, its #308 holding.
Credit Suisse first reported a position in Hartford Financial Services in Q2 2013 and has held it in 44 quarters since.
Credit Suisse's Hartford Financial Services position peaked at $86.5M in Q1 2021.
920 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.