Gradient Investments’s Hartford Financial Services HIG Stock Holding History

Gradient Investments’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	–	Sell	-109	Closed	-$11K	–	742
2024 Q2	$11K	Buy	+109	New	+$10.9K	﹤0.01%	726
2024 Q1	–	Sell	-440	Closed	-$35.4K	–	1493
2023 Q4	$35.4K	Hold	440	–	–	﹤0.01%	609
2023 Q3	$31.2K	Hold	440	–	–	﹤0.01%	595
2023 Q2	$31.7K	Hold	440	–	–	﹤0.01%	601
2023 Q1	$30.7K	Hold	440	–	–	﹤0.01%	588
2022 Q4	$33.4K	Hold	440	–	–	﹤0.01%	583
2022 Q3	$27K	Buy	+440	New	+$28.6K	﹤0.01%	606
2020 Q1	–	Sell	-11	Closed	-$1K	–	1143
2019 Q4	$1K	Hold	11	–	–	﹤0.01%	1016
2019 Q3	$1K	Buy	+11	New	+$644	﹤0.01%	1005
2017 Q3	–	Sell	-1	Closed	–	–	431
2017 Q2	$0	Buy	+1	New	+$50	﹤0.01%	845
2016 Q1	–	Sell	-63	Closed	-$3K	–	754
2015 Q4	$3K	Buy	+63	New	+$2.89K	﹤0.01%	555
2013 Q4	–	Sell	-50	Closed	-$2K	–	609
2013 Q3	$2K	Buy	+50	New	+$1.56K	﹤0.01%	408

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

Gradient Investments's HIG Position: Q3 2024 in Review

Gradient Investments sold out of Hartford Financial Services (HIG) in Q3 2024, closing a stake of 109 shares — an estimated $11K sold.

Gradient Investments first reported a position in HIG in Q3 2013 and held it in 12 quarters. The position peaked at $35.4K in Q4 2023. 1,008 funds tracked by Wall St. Rank hold HIG as of Q3 2024.

Gradient Investments reported no remaining Hartford Financial Services position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 109 Hartford Financial Services shares in Q3 2024, an estimated $11K.
Gradient Investments first reported a position in Hartford Financial Services in Q3 2013 and held it in 12 quarters.
Gradient Investments's Hartford Financial Services position peaked at $35.4K in Q4 2023.
1,008 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.