Evermay Wealth Management’s Hartford Financial Services HIG Stock Holding History

Evermay Wealth 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
2024 Q1	–	Sell	-4	Closed	-$322	–	666
2023 Q4	$322	Buy	+4	New	+$301	﹤0.01%	648
2019 Q4	–	Sell	-3,449	Closed	-$209K	–	165
2019 Q3	$209K	Buy	+3,449	New	+$202K	0.06%	141
2018 Q1	–	Sell	-5,539	Closed	-$312K	–	140
2017 Q4	$312K	Sell	5,539 -400	-7%	-$22.3K	0.11%	98
2017 Q3	$329K	Hold	5,939	–	–	0.14%	63
2017 Q2	$312K	Hold	5,939	–	–	0.14%	60
2017 Q1	$285K	Buy	+5,939	New	+$287K	0.13%	70

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Evermay Wealth Management's HIG Position: Q1 2024 in Review

Evermay Wealth Management sold out of Hartford Financial Services (HIG) in Q1 2024, closing a stake of 4 shares — an estimated $322 sold.

Evermay Wealth Management first reported a position in HIG in Q1 2017 and held it in 6 quarters. The position peaked at $329K in Q3 2017. 920 funds tracked by Wall St. Rank hold HIG as of Q1 2024.

Evermay Wealth Management reported no remaining Hartford Financial Services position as of Q1 2024 after selling out during the quarter.
Evermay Wealth Management sold 4 Hartford Financial Services shares in Q1 2024, an estimated $322.
Evermay Wealth Management first reported a position in Hartford Financial Services in Q1 2017 and held it in 6 quarters.
Evermay Wealth Management's Hartford Financial Services position peaked at $329K in Q3 2017.
920 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.