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Heritage Financial Services’s Hartford Financial Services HIG Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-330
Closed -$21K – 234
2022
Q2 		$21K Buy
+330
New +$23.1K 0.01% 243

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Heritage Financial Services's HIG Position: Q3 2022 in Review

Heritage Financial Services sold out of Hartford Financial Services (HIG) in Q3 2022, closing a stake of 330 shares — an estimated $21K sold.

Heritage Financial Services first reported a position in HIG in Q2 2022 and held it in 1 quarter. The position peaked at $21K in Q2 2022. 734 funds tracked by Wall St. Rank hold HIG as of Q3 2022.

  • Heritage Financial Services reported no remaining Hartford Financial Services position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 330 Hartford Financial Services shares in Q3 2022, an estimated $21K.
  • Heritage Financial Services first reported a position in Hartford Financial Services in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Hartford Financial Services position peaked at $21K in Q2 2022.
  • 734 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.