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Jefferies Group’s Hartford Financial Services HIG Stock Holding History

Jefferies Group’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
2022
Q3 		$312K Sell
5,034
-44,966
-90% -$2.93M ﹤0.01% 1210
2022
Q2 		$3.27M Buy
50,000
+35,515
+245% +$2.49M 0.03% 465
2022
Q1 		$1.04M Buy
+14,485
New +$1.02M 0.01% 878
2021
Q3 		– Sell
-19,122
Closed -$1.18M – 1834
2021
Q2 		$1.18M Buy
+19,122
New +$1.25M 0.01% 938
2020
Q2 		– Sell
-13,912
Closed -$490K – 1624
2020
Q1 		$490K Buy
13,912
+4,555
+49% +$237K 0.01% 1324
2019
Q4 		$569K Sell
9,357
-19,041
-67% -$1.14M ﹤0.01% 1729
2019
Q3 		$1.72M Buy
+28,398
New +$1.66M 0.01% 1185
2018
Q3 		– Sell
-10,180
Closed -$523K – 2537
2018
Q2 		$521K Sell
10,180
-64,714
-86% -$3.39M ﹤0.01% 1570
2018
Q1 		$3.86M Buy
+74,894
New +$4.1M 0.02% 573
2017
Q4 		– Sell
-82,251
Closed -$4.56M – 2614
2017
Q3 		$4.56M Buy
82,251
+36,177
+79% +$1.97M 0.03% 564
2017
Q2 		$2.42M Sell
46,074
-10,102
-18% -$501K 0.02% 864
2017
Q1 		$2.7M Buy
56,176
+55,720
+12,219% +$2.7M 0.02% 771
2016
Q4 		$22K Sell
456
-108
-19% -$4.95K ﹤0.01% 2126
2016
Q3 		$24K Sell
564
-2,036
-78% -$85.2K ﹤0.01% 2129
2016
Q2 		$115K Sell
2,600
-46,595
-95% -$2.08M ﹤0.01% 1920
2016
Q1 		$2.27M Sell
49,195
-4,149
-8% -$174K 0.01% 792
2015
Q4 		$2.32M Buy
53,344
+53,244
+53,244% +$2.44M 0.01% 812
2015
Q3 		$5K Sell
100
-14,304
-99% -$661K ﹤0.01% 2195
2015
Q2 		$599K Sell
14,404
-124,360
-90% -$5.19M ﹤0.01% 1482
2015
Q1 		$5.8M Buy
138,764
+11,325
+9% +$464K 0.03% 381
2014
Q4 		$5.31M Sell
127,439
-63,585
-33% -$2.52M 0.03% 406
2014
Q3 		$7.12M Buy
191,024
+12,634
+7% +$457K 0.05% 321
2014
Q2 		$6.39M Buy
178,390
+8,751
+5% +$308K 0.05% 301
2014
Q1 		$5.98M Buy
169,639
+8,558
+5% +$298K 0.06% 259
2013
Q4 		$5.84M Buy
161,081
+150,246
+1,387% +$5.17M 0.04% 277
2013
Q3 		$337K Buy
10,835
+10,814
+51,495% +$338K ﹤0.01% 1368
2013
Q2 		$1K Buy
+21
New +$606 ﹤0.01% 1818

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jefferies Group's HIG Position: Q3 2022 in Review

Jefferies Group reduced its Hartford Financial Services (HIG) stake by 90% in Q3 2022, selling an estimated $2.93M and leaving 5,034 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

Jefferies Group first reported a position in HIG in Q2 2013 and has held it in 27 quarters since. The position peaked at $7.12M in Q3 2014. 734 funds tracked by Wall St. Rank hold HIG as of Q3 2022.

  • Jefferies Group held 5,034 shares of Hartford Financial Services worth $312K as of Q3 2022.
  • Jefferies Group sold 44,966 Hartford Financial Services shares in Q3 2022, an estimated $2.93M.
  • Hartford Financial Services made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1210 holding.
  • Jefferies Group first reported a position in Hartford Financial Services in Q2 2013 and has held it in 27 quarters since.
  • Jefferies Group's Hartford Financial Services position peaked at $7.12M in Q3 2014.
  • 734 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.