Desjardins Global Asset Management’s Hartford Financial Services HIG Stock Holding History

Desjardins Global Asset 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
2023 Q4	$1.33M	Sell	16,534 -385	-2%	-$29K	0.14%	157
2023 Q3	$1.2M	Sell	16,919 -14,299	-46%	-$1.04M	0.13%	163
2023 Q2	$2.25M	Buy	31,218 +19,821	+174%	+$1.39M	0.26%	84
2023 Q1	$794K	Buy	11,397 +170	+2%	+$12.6K	0.1%	181
2022 Q4	$851K	Buy	11,227 +328	+3%	+$23.6K	0.13%	156
2022 Q3	$675K	Sell	10,899 -218	-2%	-$14.2K	0.09%	195
2022 Q2	$727K	Buy	11,117 +1,483	+15%	+$104K	0.1%	186
2022 Q1	$691K	Sell	9,634 -609	-6%	-$42.9K	0.06%	226
2021 Q4	$707K	Buy	+10,243	New	+$723K	0.06%	242

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Desjardins Global Asset Management's HIG Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its Hartford Financial Services (HIG) stake by 2.3% in Q4 2023, selling an estimated $29K and leaving 16,534 shares worth $1.33M. The position accounts for 0.14% of the portfolio, ranked #157.

Desjardins Global Asset Management first reported a position in HIG in Q4 2021 and has held it in 9 quarters since. The position peaked at $2.25M in Q2 2023. 850 funds tracked by Wall St. Rank hold HIG as of Q4 2023.

Desjardins Global Asset Management held 16,534 shares of Hartford Financial Services worth $1.33M as of Q4 2023.
Desjardins Global Asset Management sold 385 Hartford Financial Services shares in Q4 2023, an estimated $29K.
Hartford Financial Services made up 0.14% of Desjardins Global Asset Management's portfolio in Q4 2023, its #157 holding.
Desjardins Global Asset Management first reported a position in Hartford Financial Services in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's Hartford Financial Services position peaked at $2.25M in Q2 2023.
850 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.