First Personal Financial Services’s Hartford Financial Services HIG Stock Holding History

First Personal Financial Services’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 Q3	$236	Buy	+2	New	+$219	﹤0.01%	447
2020 Q1	–	Sell	-21	Closed	-$1K	–	395
2019 Q4	$1K	Hold	21	–	–	﹤0.01%	439
2019 Q3	$1K	Hold	21	–	–	﹤0.01%	473
2019 Q2	$1K	Buy	+21	New	+$1.11K	﹤0.01%	724
2018 Q4	–	Sell	-250	Closed	-$12K	–	668
2018 Q3	$12K	Hold	250	–	–	﹤0.01%	471
2018 Q2	$13K	Sell	250 -1,875	-88%	-$98.2K	﹤0.01%	454
2018 Q1	$109K	Sell	2,125 -837	-28%	-$45.8K	0.02%	288
2017 Q4	$167K	Hold	2,962	–	–	0.03%	262
2017 Q3	$164K	Sell	2,962 -81	-3%	-$4.4K	0.03%	233
2017 Q2	$160K	Hold	3,043	–	–	0.04%	239
2017 Q1	$146K	Sell	3,043 -1,113	-27%	-$53.9K	0.04%	236
2016 Q4	$198K	Buy	4,156 +4,004	+2,634%	+$184K	0.05%	189
2016 Q3	$7K	Sell	152 -66	-30%	-$2.76K	﹤0.01%	654
2016 Q2	$10K	Buy	+218	New	+$9.73K	﹤0.01%	562

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

First Personal Financial Services's HIG Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Hartford Financial Services (HIG) in Q3 2024: 2 shares worth $236. The stake represents ﹤0.01% of the portfolio and ranks #447 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in HIG as recently as Q4 2019.

First Personal Financial Services first reported a position in HIG in Q2 2016 and has held it in 14 quarters since. The position peaked at $198K in Q4 2016. 1,008 funds tracked by Wall St. Rank hold HIG as of Q3 2024.

First Personal Financial Services held 2 shares of Hartford Financial Services worth $236 as of Q3 2024.
Hartford Financial Services was a new First Personal Financial Services position in Q3 2024.
Hartford Financial Services made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #447 holding.
First Personal Financial Services first reported a position in Hartford Financial Services in Q2 2016 and has held it in 14 quarters since.
First Personal Financial Services's Hartford Financial Services position peaked at $198K in Q4 2016.
1,008 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.