Jaffetilchin Investment Partners’s Hartford Financial Services HIG Stock Holding History

Jaffetilchin Investment Partners’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
2024 Q4	–	Sell	-462	Closed	-$54.3K	–	762
2024 Q3	$54.3K	Buy	+462	New	+$50.6K	﹤0.01%	567
2024 Q1	–	Sell	-4,147	Closed	-$333K	–	375
2023 Q4	$333K	Sell	4,147 -1,513	-27%	-$114K	0.03%	267
2023 Q3	$401K	Buy	5,660 +1,455	+35%	+$106K	0.04%	232
2023 Q2	$303K	Buy	+4,205	New	+$295K	0.03%	284
2019 Q4	–	Sell	-7,099	Closed	-$430K	–	235
2019 Q3	$430K	Sell	7,099 -308	-4%	-$18K	0.1%	129
2019 Q2	$413K	Buy	+7,407	New	+$391K	0.1%	152
2017 Q2	–	Sell	-8,147	Closed	-$392K	–	253
2017 Q1	$392K	Buy	8,147 +97	+1%	+$4.7K	0.1%	166
2016 Q4	$384K	Buy	+8,050	New	+$369K	0.11%	149
2015 Q4	–	Sell	-7,699	Closed	-$352K	–	202
2015 Q3	$352K	Buy	+7,699	New	+$356K	0.13%	114

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Jaffetilchin Investment Partners's HIG Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Hartford Financial Services (HIG) in Q4 2024, closing a stake of 462 shares — an estimated $54.3K sold.

Jaffetilchin Investment Partners first reported a position in HIG in Q3 2015 and held it in 9 quarters. The position peaked at $430K in Q3 2019. 1,041 funds tracked by Wall St. Rank hold HIG as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining Hartford Financial Services position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 462 Hartford Financial Services shares in Q4 2024, an estimated $54.3K.
Jaffetilchin Investment Partners first reported a position in Hartford Financial Services in Q3 2015 and held it in 9 quarters.
Jaffetilchin Investment Partners's Hartford Financial Services position peaked at $430K in Q3 2019.
1,041 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.