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Goldstein Advisors’s Hartford Financial Services HIG Stock Holding History

Goldstein 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
2025
Q2 		– Sell
-3,000
Closed -$371K – 215
2025
Q1 		$371K Hold
3,000
– – 0.05% 115
2024
Q4 		$328K Hold
3,000
– – 0.05% 127
2024
Q3 		$353K Hold
3,000
– – 0.05% 111
2024
Q2 		$302K Hold
3,000
– – 0.05% 117
2024
Q1 		$309K Hold
3,000
– – 0.05% 111
2023
Q4 		$241K Sell
3,000
-200
-6% -$15.1K 0.04% 161
2023
Q3 		$227K Buy
3,200
+200
+7% +$14.5K 0.05% 125
2023
Q2 		$216K Hold
3,000
– – 0.05% 137
2023
Q1 		$209K Hold
3,000
– – 0.05% 134
2022
Q4 		$227K Buy
+3,000
New +$216K 0.05% 122

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return