Fund Management at Engine No 1’s Hartford Financial Services HIG Stock Holding History

Fund Management at Engine No 1’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
2023 Q4	–	Sell	-4,373	Closed	-$310K	–	191
2023 Q3	$310K	Buy	4,373 +331	+8%	+$24K	0.05%	330
2023 Q2	$291K	Buy	4,042 +221	+6%	+$15.5K	0.05%	339
2023 Q1	$266K	Buy	3,821 +319	+9%	+$23.7K	0.05%	330
2022 Q4	$266K	Buy	+3,502	New	+$252K	0.07%	299
2022 Q3	–	Sell	-3,323	Closed	-$217K	–	332
2022 Q2	$217K	Buy	3,323 +487	+17%	+$34.1K	0.06%	321
2022 Q1	$204K	Buy	+2,836	New	+$200K	0.05%	340

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fund Management at Engine No 1's HIG Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Hartford Financial Services (HIG) in Q4 2023, closing a stake of 4,373 shares — an estimated $310K sold.

Fund Management at Engine No 1 first reported a position in HIG in Q1 2022 and held it in 6 quarters. The position peaked at $310K in Q3 2023. 850 funds tracked by Wall St. Rank hold HIG as of Q4 2023.

Fund Management at Engine No 1 reported no remaining Hartford Financial Services position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 4,373 Hartford Financial Services shares in Q4 2023, an estimated $310K.
Fund Management at Engine No 1 first reported a position in Hartford Financial Services in Q1 2022 and held it in 6 quarters.
Fund Management at Engine No 1's Hartford Financial Services position peaked at $310K in Q3 2023.
850 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.