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Janiczek Wealth Management’s Hartford Financial Services HIG Stock Holding History

Janiczek 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 		$412K Sell
4,099
-830
-17% -$83.3K 0.09% 96
2024
Q1 		$508K Buy
4,929
+422
+9% +$38.7K 0.11% 85
2023
Q4 		$362K Buy
4,507
+637
+16% +$48K 0.09% 91
2023
Q3 		$275K Buy
3,870
+431
+13% +$31.3K 0.07% 113
2023
Q2 		$248K Buy
3,439
+1,850
+116% +$130K 0.07% 109
2023
Q1 		$108K Buy
1,589
+986
+164% +$73.2K 0.03% 199
2022
Q4 		$46K Buy
603
+15
+3% +$1.08K 0.01% 331
2022
Q3 		$38K Buy
588
+163
+38% +$10.6K 0.01% 348
2022
Q2 		$27K Sell
425
-28
-6% -$1.96K 0.01% 420
2022
Q1 		$33K Hold
453
– – 0.01% 374
2021
Q4 		$31K Sell
453
-29
-6% -$2.05K 0.01% 406
2021
Q3 		$34K Buy
482
+79
+20% +$5.22K 0.01% 353
2021
Q2 		$25K Hold
403
– – 0.01% 381
2021
Q1 		$27K Buy
403
+88
+28% +$4.75K 0.01% 343
2020
Q4 		$15K Buy
315
+272
+633% +$11.7K 0.01% 391
2020
Q3 		$2K Sell
43
-15
-26% -$598 ﹤0.01% 508
2020
Q2 		$2K Buy
+58
New +$2.21K ﹤0.01% 282

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

Janiczek Wealth Management's HIG Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Hartford Financial Services (HIG) stake by 17% in Q2 2024, selling an estimated $83.3K and leaving 4,099 shares worth $412K. The position accounts for 0.09% of the portfolio, ranked #96.

Janiczek Wealth Management first reported a position in HIG in Q2 2020 and has held it in 17 quarters since. The position peaked at $508K in Q1 2024. 926 funds tracked by Wall St. Rank hold HIG as of Q2 2024.

  • Janiczek Wealth Management held 4,099 shares of Hartford Financial Services worth $412K as of Q2 2024.
  • Janiczek Wealth Management sold 830 Hartford Financial Services shares in Q2 2024, an estimated $83.3K.
  • Hartford Financial Services made up 0.09% of Janiczek Wealth Management's portfolio in Q2 2024, its #96 holding.
  • Janiczek Wealth Management first reported a position in Hartford Financial Services in Q2 2020 and has held it in 17 quarters since.
  • Janiczek Wealth Management's Hartford Financial Services position peaked at $508K in Q1 2024.
  • 926 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.