DC Investments Management’s Hartford Financial Services HIG Stock Holding History

DC Investments Management’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
2020 Q3	–	Sell	-6,482	Closed	-$250K	–	167
2020 Q2	$250K	Sell	6,482 -4,374	-40%	-$167K	0.09%	276
2020 Q1	$383K	Buy	10,856 +718	+7%	+$37.4K	0.31%	123
2019 Q4	$616K	Buy	10,138 +2,238	+28%	+$134K	0.47%	42
2019 Q3	$479K	Buy	7,900 +1,872	+31%	+$110K	0.28%	144
2019 Q2	$336K	Buy	+6,028	New	+$318K	0.19%	217
2018 Q2	–	Sell	-11,706	Closed	-$603K	–	337
2018 Q1	$603K	Hold	11,706	–	–	0.4%	83
2017 Q4	$659K	Buy	+11,706	New	+$653K	0.27%	99

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

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

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

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

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

DC Investments Management's HIG Position: Q3 2020 in Review

DC Investments Management sold out of Hartford Financial Services (HIG) in Q3 2020, closing a stake of 6,482 shares — an estimated $250K sold.

DC Investments Management first reported a position in HIG in Q4 2017 and held it in 7 quarters. The position peaked at $659K in Q4 2017. 596 funds tracked by Wall St. Rank hold HIG as of Q3 2020.

DC Investments Management reported no remaining Hartford Financial Services position as of Q3 2020 after selling out during the quarter.
DC Investments Management sold 6,482 Hartford Financial Services shares in Q3 2020, an estimated $250K.
DC Investments Management first reported a position in Hartford Financial Services in Q4 2017 and held it in 7 quarters.
DC Investments Management's Hartford Financial Services position peaked at $659K in Q4 2017.
596 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2020.

Based on DC Investments Management's 13F filing for Q3 2020, filed 4 Nov 2020.