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Hartford Financial Management’s CVR Energy CVI Stock Holding History

Hartford Financial Management’s Portfolio CVI Stock Details CVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,826
Closed -$54.7K – 391
2023
Q2 		$54.7K Buy
1,826
+16
+0.9% +$431 0.01% 211
2023
Q1 		$59.3K Buy
+1,810
New +$58K 0.02% 202

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Hartford Financial Management's CVI Position: Q3 2023 in Review

Hartford Financial Management sold out of CVR Energy (CVI) in Q3 2023, closing a stake of 1,826 shares — an estimated $54.7K sold.

Hartford Financial Management first reported a position in CVI in Q1 2023 and held it in 2 quarters. The position peaked at $59.3K in Q1 2023. 218 funds tracked by Wall St. Rank hold CVI as of Q3 2023.

  • Hartford Financial Management reported no remaining CVR Energy position as of Q3 2023 after selling out during the quarter.
  • Hartford Financial Management sold 1,826 CVR Energy shares in Q3 2023, an estimated $54.7K.
  • Hartford Financial Management first reported a position in CVR Energy in Q1 2023 and held it in 2 quarters.
  • Hartford Financial Management's CVR Energy position peaked at $59.3K in Q1 2023.
  • 218 funds tracked by Wall St. Rank held CVR Energy as of Q3 2023.

Based on Hartford Financial Management's 13F filing for Q3 2023, filed 24 Oct 2023.