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Institutional & Family Asset Management’s Hartford Financial Services HIG Stock Holding History

Institutional & Family Asset 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
2021
Q2 		– Sell
-1,025
Closed -$68K – 971
2021
Q1 		$68K Sell
1,025
-186
-15% -$10K 0.01% 310
2020
Q4 		$59K Buy
1,211
+1,059
+697% +$45.7K 0.01% 302
2020
Q3 		$6K Buy
+152
New +$6.06K ﹤0.01% 558

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institutional & Family Asset Management's HIG Position: Q2 2021 in Review

Institutional & Family Asset Management sold out of Hartford Financial Services (HIG) in Q2 2021, closing a stake of 1,025 shares — an estimated $68K sold.

Institutional & Family Asset Management first reported a position in HIG in Q3 2020 and held it in 3 quarters. The position peaked at $68K in Q1 2021. 669 funds tracked by Wall St. Rank hold HIG as of Q2 2021.

  • Institutional & Family Asset Management reported no remaining Hartford Financial Services position as of Q2 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 1,025 Hartford Financial Services shares in Q2 2021, an estimated $68K.
  • Institutional & Family Asset Management first reported a position in Hartford Financial Services in Q3 2020 and held it in 3 quarters.
  • Institutional & Family Asset Management's Hartford Financial Services position peaked at $68K in Q1 2021.
  • 669 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2021.

Based on Institutional & Family Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.