Hudock Inc’s Travelers Companies TRV Stock Holding History

Hudock Inc’s Portfolio TRV Stock Details TRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-143	Closed	-$21K	–	683
2022 Q3	$21K	Hold	143	–	–	0.01%	431
2022 Q2	$24K	Hold	143	–	–	0.01%	397
2022 Q1	$26K	Hold	143	–	–	0.01%	409
2021 Q4	$22K	Sell	143 -167	-54%	-$26.1K	0.01%	434
2021 Q3	$47K	Hold	310	–	–	0.01%	330
2021 Q2	$46K	Hold	310	–	–	0.01%	336
2021 Q1	$46K	Hold	310	–	–	0.01%	325
2020 Q4	$43K	Hold	310	–	–	0.01%	319
2020 Q3	$33K	Buy	310 +250	+417%	+$28.7K	0.01%	326
2020 Q2	$6K	Hold	60	–	–	﹤0.01%	504
2020 Q1	$5K	Hold	60	–	–	﹤0.01%	481
2019 Q4	$8K	Hold	60	–	–	﹤0.01%	437
2019 Q3	$8K	Hold	60	–	–	﹤0.01%	444
2019 Q2	$8K	Hold	60	–	–	﹤0.01%	443
2019 Q1	$8K	Hold	60	–	–	﹤0.01%	436
2018 Q4	$7K	Hold	60	–	–	﹤0.01%	432
2018 Q3	$7K	Hold	60	–	–	﹤0.01%	472
2018 Q2	$7K	Hold	60	–	–	﹤0.01%	453
2018 Q1	$8K	Sell	60 -30	-33%	-$4.19K	﹤0.01%	443
2017 Q4	$12K	Hold	90	–	–	0.01%	404
2017 Q3	$11K	Sell	90 -248	-73%	-$31K	0.01%	412
2017 Q2	$42K	Hold	338	–	–	0.02%	251
2017 Q1	$40K	Buy	338 +1	+0.3%	+$120	0.02%	247
2016 Q4	$41K	Hold	337	–	–	0.02%	237
2016 Q3	$38K	Hold	337	–	–	0.02%	256
2016 Q2	$40K	Buy	+337	New	+$38.1K	0.02%	254

Other funds holding TRV

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Hudock Inc's TRV Position: Q4 2022 in Review

Hudock Inc sold out of Travelers Companies (TRV) in Q4 2022, closing a stake of 143 shares — an estimated $21K sold.

Hudock Inc first reported a position in TRV in Q2 2016 and held it in 26 quarters. The position peaked at $47K in Q3 2021. 1,295 funds tracked by Wall St. Rank hold TRV as of Q4 2022.

Hudock Inc reported no remaining Travelers Companies position as of Q4 2022 after selling out during the quarter.
Hudock Inc sold 143 Travelers Companies shares in Q4 2022, an estimated $21K.
Hudock Inc first reported a position in Travelers Companies in Q2 2016 and held it in 26 quarters.
Hudock Inc's Travelers Companies position peaked at $47K in Q3 2021.
1,295 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.