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Disciplined Investments’s Hartford Financial Services HIG Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-48
Closed -$3.46K – 723
2023
Q2 		$3.46K Buy
48
+2
+4% +$140 ﹤0.01% 489
2023
Q1 		$3.21K Sell
46
-8
-15% -$594 ﹤0.01% 510
2022
Q4 		$4.09K Buy
54
+9
+20% +$648 ﹤0.01% 432
2022
Q3 		$3K Sell
45
-9
-17% -$586 ﹤0.01% 519
2022
Q2 		$4K Buy
54
+10
+23% +$701 ﹤0.01% 479
2022
Q1 		$3K Buy
+44
New +$3.1K ﹤0.01% 576

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Disciplined Investments's HIG Position: Q3 2023 in Review

Disciplined Investments sold out of Hartford Financial Services (HIG) in Q3 2023, closing a stake of 48 shares — an estimated $3.46K sold.

Disciplined Investments first reported a position in HIG in Q1 2022 and held it in 6 quarters. The position peaked at $4.09K in Q4 2022. 773 funds tracked by Wall St. Rank hold HIG as of Q3 2023.

  • Disciplined Investments reported no remaining Hartford Financial Services position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 48 Hartford Financial Services shares in Q3 2023, an estimated $3.46K.
  • Disciplined Investments first reported a position in Hartford Financial Services in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Hartford Financial Services position peaked at $4.09K in Q4 2022.
  • 773 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.