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Glass Jacobson Investment Advisors’s Hartford Financial Services HIG Stock Holding History

Glass Jacobson Investment Advisors’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
-17
Closed -$1.21K – 758
2023
Q3 		$1.21K Hold
17
– – ﹤0.01% 684
2023
Q2 		$1.23K Buy
+17
New +$1.19K ﹤0.01% 684
2022
Q4 		$1.29K Buy
+17
New +$1.22K ﹤0.01% 709

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Glass Jacobson Investment Advisors's HIG Position: Q4 2023 in Review

Glass Jacobson Investment Advisors sold out of Hartford Financial Services (HIG) in Q4 2023, closing a stake of 17 shares — an estimated $1.21K sold.

Glass Jacobson Investment Advisors first reported a position in HIG in Q4 2022 and held it in 3 quarters. The position peaked at $1.29K in Q4 2022. 851 funds tracked by Wall St. Rank hold HIG as of Q4 2023.

  • Glass Jacobson Investment Advisors reported no remaining Hartford Financial Services position as of Q4 2023 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 17 Hartford Financial Services shares in Q4 2023, an estimated $1.21K.
  • Glass Jacobson Investment Advisors first reported a position in Hartford Financial Services in Q4 2022 and held it in 3 quarters.
  • Glass Jacobson Investment Advisors's Hartford Financial Services position peaked at $1.29K in Q4 2022.
  • 851 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2023.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.