JG
HIG icon

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
2019
Q4 		– Sell
-2,400
Closed -$145K – 2725
2019
Q3 		$145K Buy
+2,400
New +$140K ﹤0.01% 2440
2013
Q4 		– Sell
-41,100
Closed -$1.28M – 2039
2013
Q3 		$1.28M Buy
+41,100
New +$1.28M 0.01% 800

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.