HM Capital Management’s Hartford Financial Services HIG Stock Holding History

HM Capital 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
2022 Q3	$242K	Hold	3,900	–	–	0.14%	47
2022 Q2	$255K	Hold	3,900	–	–	0.14%	50
2022 Q1	$280K	Hold	3,900	–	–	0.1%	48
2021 Q4	$269K	Hold	3,900	–	–	0.1%	49
2021 Q3	$274K	Hold	3,900	–	–	0.12%	36
2021 Q2	$242K	Hold	3,900	–	–	0.11%	40
2021 Q1	$260K	Buy	+3,900	New	+$211K	0.12%	38
2020 Q1	–	Sell	-3,900	Closed	-$237K	–	39
2019 Q4	$237K	Hold	3,900	–	–	0.14%	37
2019 Q3	$236K	Hold	3,900	–	–	0.15%	35
2019 Q2	$217K	Buy	+3,900	New	+$206K	0.13%	38
2018 Q2	–	Sell	-3,900	Closed	-$201K	–	40
2018 Q1	$201K	Hold	3,900	–	–	0.16%	40
2017 Q4	$219K	Hold	3,900	–	–	0.18%	37
2017 Q3	$216K	Hold	3,900	–	–	0.19%	37
2017 Q2	$205K	Buy	+3,900	New	+$193K	0.19%	37

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

HM Capital Management's HIG Position: Q3 2022 in Review

HM Capital Management held its Hartford Financial Services (HIG) position steady in Q3 2022 at 3,900 shares worth $242K. The position accounts for 0.14% of the portfolio, ranked #47.

HM Capital Management first reported a position in HIG in Q2 2017 and has held it in 14 quarters since. The position peaked at $280K in Q1 2022. 735 funds tracked by Wall St. Rank hold HIG as of Q3 2022.

HM Capital Management held 3,900 shares of Hartford Financial Services worth $242K as of Q3 2022.
HM Capital Management left its Hartford Financial Services share count unchanged in Q3 2022.
Hartford Financial Services made up 0.14% of HM Capital Management's portfolio in Q3 2022, its #47 holding.
HM Capital Management first reported a position in Hartford Financial Services in Q2 2017 and has held it in 14 quarters since.
HM Capital Management's Hartford Financial Services position peaked at $280K in Q1 2022.
735 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2022.

Based on HM Capital Management's 13F filing for Q3 2022, filed 7 Nov 2022.