CSat Investment Advisory’s Hartford Financial Services HIG Stock Holding History

CSat 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
2021 Q1	$50K	Sell	751 -12	-2%	-$648	0.04%	197
2020 Q4	$37K	Sell	763 -1,199	-61%	-$51.7K	0.03%	213
2020 Q3	$72K	Buy	1,962 +173	+10%	+$6.9K	0.01%	593
2020 Q2	$69K	Buy	1,789 +705	+65%	+$26.9K	0.01%	601
2020 Q1	$38K	Buy	1,084 +86	+9%	+$4.48K	0.01%	592
2019 Q4	$61K	Buy	998 +171	+21%	+$10.3K	0.02%	555
2019 Q3	$50K	Buy	827 +6	+0.7%	+$351	0.02%	543
2019 Q2	$45K	Buy	821 +473	+136%	+$25K	0.02%	585
2019 Q1	$17K	Sell	348 -66	-16%	-$3.13K	0.01%	348
2018 Q4	$18K	Buy	414 +180	+77%	+$8.1K	0.01%	310
2018 Q3	$12K	Buy	234 +64	+38%	+$3.29K	0.01%	334
2018 Q2	$9K	Buy	+170	New	+$8.9K	﹤0.01%	370

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

CSat Investment Advisory's HIG Position: Q1 2021 in Review

CSat Investment Advisory reduced its Hartford Financial Services (HIG) stake by 1.6% in Q1 2021, selling an estimated $648 and leaving 751 shares worth $50K. The position accounts for 0.04% of the portfolio, ranked #197.

CSat Investment Advisory first reported a position in HIG in Q2 2018 and has held it in 12 quarters since. The position peaked at $72K in Q3 2020. 707 funds tracked by Wall St. Rank hold HIG as of Q1 2021.

CSat Investment Advisory held 751 shares of Hartford Financial Services worth $50K as of Q1 2021.
CSat Investment Advisory sold 12 Hartford Financial Services shares in Q1 2021, an estimated $648.
Hartford Financial Services made up 0.04% of CSat Investment Advisory's portfolio in Q1 2021, its #197 holding.
CSat Investment Advisory first reported a position in Hartford Financial Services in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Hartford Financial Services position peaked at $72K in Q3 2020.
707 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.