Epoch Investment Partners’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,164
| Closed | -$372K | – | 331 |
|
|
2024
Q3 | $372K | Hold |
3,164
| – | – | ﹤0.01% | 346 |
|
|
2024
Q2 | $318K | Hold |
3,164
| – | – | ﹤0.01% | 360 |
|
|
2024
Q1 | $326K | Sell |
3,164
-170
| -5% | -$17.5K | ﹤0.01% | 385 |
|
|
2023
Q4 | $268K | Hold |
3,334
| – | – | ﹤0.01% | 400 |
|
|
2023
Q3 | $236K | Hold |
3,334
| – | – | ﹤0.01% | 413 |
|
|
2023
Q2 | $240K | Hold |
3,334
| – | – | ﹤0.01% | 432 |
|
|
2023
Q1 | $232K | Sell |
3,334
-20
| -0.6% | -$1.39K | ﹤0.01% | 429 |
|
|
2022
Q4 | $254K | Hold |
3,354
| – | – | ﹤0.01% | 409 |
|
|
2022
Q3 | $208K | Hold |
3,354
| – | – | ﹤0.01% | 427 |
|
|
2022
Q2 | $219K | Sell |
3,354
-154
| -4% | -$10.1K | ﹤0.01% | 431 |
|
|
2022
Q1 | $252K | Buy |
+3,508
| New | +$252K | ﹤0.01% | 430 |
|