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Essex Savings Bank’s Hartford Financial Services HIG Stock Holding History

Essex Savings Bank’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
2019
Q3 		– Sell
-418
Closed -$24K – 369
2019
Q2 		$24K Buy
418
+370
+771% +$19.5K 0.01% 551
2019
Q1 		$2K Hold
48
– – ﹤0.01% 616
2018
Q4 		$2K Buy
+48
New +$2.16K ﹤0.01% 622

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Essex Savings Bank's HIG Position: Q3 2019 in Review

Essex Savings Bank sold out of Hartford Financial Services (HIG) in Q3 2019, closing a stake of 418 shares — an estimated $24K sold.

Essex Savings Bank first reported a position in HIG in Q4 2018 and held it in 3 quarters. The position peaked at $24K in Q2 2019. 653 funds tracked by Wall St. Rank hold HIG as of Q3 2019.

  • Essex Savings Bank reported no remaining Hartford Financial Services position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 418 Hartford Financial Services shares in Q3 2019, an estimated $24K.
  • Essex Savings Bank first reported a position in Hartford Financial Services in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's Hartford Financial Services position peaked at $24K in Q2 2019.
  • 653 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.