Echo Street Capital Management’s Hartford Financial Services HIG Stock Holding History

Echo Street Capital 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	–	Sell	-8,412	Closed	-$596K	–	191
2023 Q3	$596K	Buy	+8,412	New	+$610K	0.01%	225
2023 Q2	–	Sell	-5,551	Closed	-$387K	–	515
2023 Q1	$387K	Buy	+5,551	New	+$412K	﹤0.01%	322
2022 Q4	–	Sell	-6,807	Closed	-$422K	–	567
2022 Q3	$422K	Sell	6,807 -1,774	-21%	-$115K	﹤0.01%	317
2022 Q2	$561K	Sell	8,581 -835	-9%	-$58.5K	0.01%	289
2022 Q1	$676K	Buy	9,416 +2,867	+44%	+$202K	﹤0.01%	333
2021 Q4	$452K	Sell	6,549 -5,111	-44%	-$361K	﹤0.01%	432
2021 Q3	$819K	Buy	11,660 +1,398	+14%	+$92.4K	0.01%	291
2021 Q2	$636K	Buy	+10,262	New	+$672K	﹤0.01%	295
2021 Q1	–	Sell	-13,653	Closed	-$669K	–	550
2020 Q4	$669K	Buy	+13,653	New	+$589K	0.01%	224
2020 Q3	–	Sell	-17,784	Closed	-$686K	–	231
2020 Q2	$686K	Buy	+17,784	New	+$678K	0.01%	314

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Echo Street Capital Management's HIG Position: Q4 2023 in Review

Echo Street Capital Management sold out of Hartford Financial Services (HIG) in Q4 2023, closing a stake of 8,412 shares — an estimated $596K sold.

Echo Street Capital Management first reported a position in HIG in Q2 2020 and held it in 10 quarters. The position peaked at $819K in Q3 2021. 852 funds tracked by Wall St. Rank hold HIG as of Q4 2023.

Echo Street Capital Management reported no remaining Hartford Financial Services position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 8,412 Hartford Financial Services shares in Q4 2023, an estimated $596K.
Echo Street Capital Management first reported a position in Hartford Financial Services in Q2 2020 and held it in 10 quarters.
Echo Street Capital Management's Hartford Financial Services position peaked at $819K in Q3 2021.
852 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.