FourThought Financial’s Hartford Financial Services HIG Stock Holding History

FourThought Financial’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	$82K	Sell	1,323 -115	-8%	-$7.48K	0.01%	480
2022 Q2	$94K	Sell	1,438 -81	-5%	-$5.68K	0.01%	455
2022 Q1	$109K	Sell	1,519 -181	-11%	-$12.8K	0.01%	459
2021 Q4	$117K	Sell	1,700 -304	-15%	-$21.4K	0.01%	444
2021 Q3	$140K	Sell	2,004 -682	-25%	-$45.1K	0.02%	410
2021 Q2	$166K	Sell	2,686 -3,199	-54%	-$210K	0.02%	379
2021 Q1	$393K	Sell	5,885 -1,060	-15%	-$57.3K	0.06%	247
2020 Q4	$340K	Buy	+6,945	New	+$300K	0.05%	257

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

FourThought Financial's HIG Position: Q3 2022 in Review

FourThought Financial reduced its Hartford Financial Services (HIG) stake by 8% in Q3 2022, selling an estimated $7.48K and leaving 1,323 shares worth $82K. The position accounts for 0.01% of the portfolio, ranked #480.

FourThought Financial first reported a position in HIG in Q4 2020 and has held it in 8 quarters since. The position peaked at $393K in Q1 2021. 735 funds tracked by Wall St. Rank hold HIG as of Q3 2022.

FourThought Financial held 1,323 shares of Hartford Financial Services worth $82K as of Q3 2022.
FourThought Financial sold 115 Hartford Financial Services shares in Q3 2022, an estimated $7.48K.
Hartford Financial Services made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #480 holding.
FourThought Financial first reported a position in Hartford Financial Services in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Hartford Financial Services position peaked at $393K in Q1 2021.
735 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.