James Investment Research’s Hartford Financial Services HIG Stock Holding History

James Investment Research’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
2020 Q1	–	Sell	-4,550	Closed	-$277K	–	500
2019 Q4	$277K	Hold	4,550	–	–	0.02%	263
2019 Q3	$276K	Hold	4,550	–	–	0.02%	277
2019 Q2	$254K	Sell	4,550 -9,370	-67%	-$495K	0.02%	304
2019 Q1	$692K	Buy	+13,920	New	+$661K	0.05%	325
2017 Q4	–	Sell	-29,900	Closed	-$1.66M	–	799
2017 Q3	$1.66M	Buy	+29,900	New	+$1.63M	0.06%	375

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

James Investment Research's HIG Position: Q1 2020 in Review

James Investment Research sold out of Hartford Financial Services (HIG) in Q1 2020, closing a stake of 4,550 shares — an estimated $277K sold.

James Investment Research first reported a position in HIG in Q3 2017 and held it in 5 quarters. The position peaked at $1.66M in Q3 2017. 610 funds tracked by Wall St. Rank hold HIG as of Q1 2020.

James Investment Research reported no remaining Hartford Financial Services position as of Q1 2020 after selling out during the quarter.
James Investment Research sold 4,550 Hartford Financial Services shares in Q1 2020, an estimated $277K.
James Investment Research first reported a position in Hartford Financial Services in Q3 2017 and held it in 5 quarters.
James Investment Research's Hartford Financial Services position peaked at $1.66M in Q3 2017.
610 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2020.

Based on James Investment Research's 13F filing for Q1 2020, filed 22 Apr 2020.