Evercore Trust Company’s Hartford Financial Services HIG Stock Holding History

Evercore Trust Company’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
2017 Q4	–	Sell	-4,248,671	Closed	-$236M	–	21
2017 Q3	$236M	Sell	4,248,671 -120,671	-3%	-$6.56M	0.68%	18
2017 Q2	$230M	Sell	4,369,342 -116,557	-3%	-$5.78M	0.7%	19
2017 Q1	$216M	Sell	4,485,899 -108,273	-2%	-$5.24M	0.67%	19
2016 Q4	$219M	Sell	4,594,172 -139,749	-3%	-$6.41M	0.7%	19
2016 Q3	$203M	Sell	4,733,921 -151,461	-3%	-$6.34M	0.66%	20
2016 Q2	$217M	Sell	4,885,382 -121,241	-2%	-$5.41M	0.69%	18
2016 Q1	$231M	Sell	5,006,623 -39,352	-0.8%	-$1.65M	0.76%	18
2015 Q4	$219M	Sell	5,045,975 -57,766	-1%	-$2.65M	0.81%	14
2015 Q3	$234M	Sell	5,103,741 -98,228	-2%	-$4.54M	0.89%	13
2015 Q2	$216M	Sell	5,201,969 -96,836	-2%	-$4.04M	0.77%	15
2015 Q1	$222M	Sell	5,298,805 -94,150	-2%	-$3.86M	0.78%	14
2014 Q4	$225M	Sell	5,392,955 -144,605	-3%	-$5.72M	0.8%	14
2014 Q3	$206M	Sell	5,537,560 -211,003	-4%	-$7.64M	0.76%	13
2014 Q2	$206M	Sell	5,748,563 -64,291	-1%	-$2.26M	0.74%	14
2014 Q1	$205M	Sell	5,812,854 -234,881	-4%	-$8.17M	0.74%	14
2013 Q4	$219M	Sell	6,047,735 -367,156	-6%	-$12.6M	0.79%	13
2013 Q3	$200M	Sell	6,414,891 -206,440	-3%	-$6.44M	0.75%	13
2013 Q2	$205M	Buy	+6,621,331	New	+$191M	0.79%	12

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Evercore Trust Company's HIG Position: Q4 2017 in Review

Evercore Trust Company sold out of Hartford Financial Services (HIG) in Q4 2017, closing a stake of 4,248,671 shares — an estimated $236M sold.

Evercore Trust Company first reported a position in HIG in Q2 2013 and held it in 18 quarters. The position peaked at $236M in Q3 2017. 637 funds tracked by Wall St. Rank hold HIG as of Q4 2017.

Evercore Trust Company reported no remaining Hartford Financial Services position as of Q4 2017 after selling out during the quarter.
Evercore Trust Company sold 4,248,671 Hartford Financial Services shares in Q4 2017, an estimated $236M.
Evercore Trust Company first reported a position in Hartford Financial Services in Q2 2013 and held it in 18 quarters.
Evercore Trust Company's Hartford Financial Services position peaked at $236M in Q3 2017.
637 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2017.

Based on Evercore Trust Company's 13F filing for Q4 2017.