Financial Perspectives’s Hartford Financial Services HIG Stock Holding History

Financial Perspectives’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
2022 Q3	–	Sell	-275	Closed	-$18K	–	700
2022 Q2	$18K	Sell	275 -280	-50%	-$19.6K	0.01%	366
2022 Q1	$39.9K	Hold	555	–	–	0.02%	282
2021 Q4	$38.3K	Hold	555	–	–	0.02%	271
2021 Q3	$39K	Hold	555	–	–	0.02%	266
2021 Q2	$34.4K	Sell	555 -36,538	-99%	-$2.39M	0.02%	302
2021 Q1	$555K	Buy	37,093 +36,538	+6,583%	+$1.97M	0.03%	274
2020 Q4	$27.2K	Buy	555 +4	+0.7%	+$173	0.02%	296
2020 Q3	$20.3K	Buy	551 +5	+0.9%	+$199	0.01%	288
2020 Q2	$21K	Buy	546 +5	+0.9%	+$191	0.02%	269
2020 Q1	$19.1K	Buy	541 +3	+0.6%	+$156	0.02%	248
2019 Q4	$32.7K	Buy	+538	New	+$32.3K	0.02%	213

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

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

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Financial Perspectives's HIG Position: Q3 2022 in Review

Financial Perspectives sold out of Hartford Financial Services (HIG) in Q3 2022, closing a stake of 275 shares — an estimated $18K sold.

Financial Perspectives first reported a position in HIG in Q4 2019 and held it in 11 quarters. The position peaked at $555K in Q1 2021. 734 funds tracked by Wall St. Rank hold HIG as of Q3 2022.

Financial Perspectives reported no remaining Hartford Financial Services position as of Q3 2022 after selling out during the quarter.
Financial Perspectives sold 275 Hartford Financial Services shares in Q3 2022, an estimated $18K.
Financial Perspectives first reported a position in Hartford Financial Services in Q4 2019 and held it in 11 quarters.
Financial Perspectives's Hartford Financial Services position peaked at $555K in Q1 2021.
734 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2022.

Based on Financial Perspectives's 13F filing for Q3 2022, filed 10 Jan 2024.