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Jamison Private Wealth Management’s Hartford Financial Services HIG Stock Holding History

Jamison Private Wealth 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
2024
Q2 		– Sell
-10
Closed -$1.03K – 475
2024
Q1 		$1.03K Buy
+10
New +$917 ﹤0.01% 423

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Jamison Private Wealth Management's HIG Position: Q2 2024 in Review

Jamison Private Wealth Management sold out of Hartford Financial Services (HIG) in Q2 2024, closing a stake of 10 shares — an estimated $1.03K sold.

Jamison Private Wealth Management first reported a position in HIG in Q1 2024 and held it in 1 quarter. The position peaked at $1.03K in Q1 2024. 926 funds tracked by Wall St. Rank hold HIG as of Q2 2024.

  • Jamison Private Wealth Management reported no remaining Hartford Financial Services position as of Q2 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 10 Hartford Financial Services shares in Q2 2024, an estimated $1.03K.
  • Jamison Private Wealth Management first reported a position in Hartford Financial Services in Q1 2024 and held it in 1 quarter.
  • Jamison Private Wealth Management's Hartford Financial Services position peaked at $1.03K in Q1 2024.
  • 926 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2024.

Based on Jamison Private Wealth Management's 13F filing for Q2 2024, filed 11 Jul 2024.