Great Waters Wealth Management’s Hartford Financial Services HIG Stock Holding History

Great Waters Wealth Management’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 Q4	–	Sell	-2,598	Closed	-$306K	–	114
2024 Q3	$306K	Buy	2,598 +3	+0.1%	+$329	0.04%	85
2024 Q2	$261K	Buy	2,595 +3	+0.1%	+$301	0.04%	86
2024 Q1	$267K	Buy	2,592 +4	+0.2%	+$367	0.04%	80
2023 Q4	$211K	Buy	+2,588	New	+$195K	0.04%	90
2023 Q3	–	Sell	-2,917	Closed	-$210K	–	94
2023 Q2	$210K	Hold	2,917	–	–	0.04%	85
2023 Q1	$203K	Buy	+2,917	New	+$217K	0.04%	80

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Great Waters Wealth Management's HIG Position: Q4 2024 in Review

Great Waters Wealth Management sold out of Hartford Financial Services (HIG) in Q4 2024, closing a stake of 2,598 shares — an estimated $306K sold.

Great Waters Wealth Management first reported a position in HIG in Q1 2023 and held it in 6 quarters. The position peaked at $306K in Q3 2024. 1,040 funds tracked by Wall St. Rank hold HIG as of Q4 2024.

Great Waters Wealth Management reported no remaining Hartford Financial Services position as of Q4 2024 after selling out during the quarter.
Great Waters Wealth Management sold 2,598 Hartford Financial Services shares in Q4 2024, an estimated $306K.
Great Waters Wealth Management first reported a position in Hartford Financial Services in Q1 2023 and held it in 6 quarters.
Great Waters Wealth Management's Hartford Financial Services position peaked at $306K in Q3 2024.
1,040 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2024.

Based on Great Waters Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.