Industrial Alliance Investment Management’s Hartford Financial Services HIG Stock Holding History

Industrial Alliance Investment 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
2023 Q2	–	Sell	-19,514	Closed	-$1.36M	–	309
2023 Q1	$1.36M	Buy	19,514 +16,572	+563%	+$1.23M	0.04%	266
2022 Q4	$223K	Sell	2,942 -36	-1%	-$2.59K	0.01%	343
2022 Q3	$184K	Sell	2,978 -752	-20%	-$48.9K	0.01%	350
2022 Q2	$244K	Sell	3,730 -210	-5%	-$14.7K	0.01%	337
2022 Q1	$283K	Buy	3,940 +188	+5%	+$13.3K	0.01%	356
2021 Q4	$259K	Buy	+3,752	New	+$265K	0.01%	343

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 $865B AUM 30.76% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Industrial Alliance Investment Management's HIG Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Hartford Financial Services (HIG) in Q2 2023, closing a stake of 19,514 shares — an estimated $1.36M sold.

Industrial Alliance Investment Management first reported a position in HIG in Q4 2021 and held it in 6 quarters. The position peaked at $1.36M in Q1 2023. 771 funds tracked by Wall St. Rank hold HIG as of Q2 2023.

Industrial Alliance Investment Management reported no remaining Hartford Financial Services position as of Q2 2023 after selling out during the quarter.
Industrial Alliance Investment Management sold 19,514 Hartford Financial Services shares in Q2 2023, an estimated $1.36M.
Industrial Alliance Investment Management first reported a position in Hartford Financial Services in Q4 2021 and held it in 6 quarters.
Industrial Alliance Investment Management's Hartford Financial Services position peaked at $1.36M in Q1 2023.
771 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.