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Graham & Dodd Fund’s Hartford Financial Services HIG Stock Holding History

Graham & Dodd Fund’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
2013
Q4 		$502K Sell
13,863
-6,625
-32% -$228K 1.53% 35
2013
Q3 		$638K Sell
20,488
-114
-0.6% -$3.56K 1.23% 39
2013
Q2 		$637K Buy
+20,602
New +$594K 1.27% 40

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Graham & Dodd Fund's HIG Position: Q4 2013 in Review

Graham & Dodd Fund reduced its Hartford Financial Services (HIG) stake by 32% in Q4 2013, selling an estimated $228K and leaving 13,863 shares worth $502K. The position accounts for 1.53% of the portfolio, ranked #35.

Graham & Dodd Fund first reported a position in HIG in Q2 2013 and has held it in 3 quarters since. The position peaked at $638K in Q3 2013. 567 funds tracked by Wall St. Rank hold HIG as of Q4 2013.

  • Graham & Dodd Fund held 13,863 shares of Hartford Financial Services worth $502K as of Q4 2013.
  • Graham & Dodd Fund sold 6,625 Hartford Financial Services shares in Q4 2013, an estimated $228K.
  • Hartford Financial Services made up 1.53% of Graham & Dodd Fund's portfolio in Q4 2013, its #35 holding.
  • Graham & Dodd Fund first reported a position in Hartford Financial Services in Q2 2013 and has held it in 3 quarters since.
  • Graham & Dodd Fund's Hartford Financial Services position peaked at $638K in Q3 2013.
  • 567 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2013.

Based on Graham & Dodd Fund's 13F filing for Q4 2013, filed 11 Feb 2014.