JPLA
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Joseph P. Lucia & Associates’s Hartford Financial Services HIG Stock Holding History

Joseph P. Lucia & Associates’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
2021
Q4 		– Sell
-435
Closed -$31K – 293
2021
Q3 		$31K Hold
435
– – 0.02% 258
2021
Q2 		$27K Sell
435
-4
-0.9% -$262 0.02% 281
2021
Q1 		$29K Sell
439
-11
-2% -$594 0.01% 253
2020
Q4 		$22K Buy
+450
New +$19.4K 0.02% 260

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Joseph P. Lucia & Associates's HIG Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of Hartford Financial Services (HIG) in Q4 2021, closing a stake of 435 shares — an estimated $31K sold.

Joseph P. Lucia & Associates first reported a position in HIG in Q4 2020 and held it in 4 quarters. The position peaked at $31K in Q3 2021. 714 funds tracked by Wall St. Rank hold HIG as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining Hartford Financial Services position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 435 Hartford Financial Services shares in Q4 2021, an estimated $31K.
  • Joseph P. Lucia & Associates first reported a position in Hartford Financial Services in Q4 2020 and held it in 4 quarters.
  • Joseph P. Lucia & Associates's Hartford Financial Services position peaked at $31K in Q3 2021.
  • 714 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.