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Julex Capital Management’s Hartford Financial Services HIG Stock Holding History

Julex Capital 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
2019
Q3 		$2K Buy
28
+8
+40% +$468 ﹤0.01% 121
2019
Q2 		$1K Sell
20
-19
-49% -$1K ﹤0.01% 114
2019
Q1 		$1.94K Hold
39
– – ﹤0.01% 105
2018
Q4 		$1K Buy
+39
New +$1.75K ﹤0.01% 97

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Julex Capital Management's HIG Position: Q3 2019 in Review

Julex Capital Management increased its Hartford Financial Services (HIG) stake by 40% in Q3 2019, buying an estimated $468 and bringing the position to 28 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #121.

Julex Capital Management first reported a position in HIG in Q4 2018 and has held it in 4 quarters since. 653 funds tracked by Wall St. Rank hold HIG as of Q3 2019.

  • Julex Capital Management held 28 shares of Hartford Financial Services worth $2K as of Q3 2019.
  • Julex Capital Management bought 8 Hartford Financial Services shares in Q3 2019, an estimated $468.
  • Hartford Financial Services made up ﹤0.01% of Julex Capital Management's portfolio in Q3 2019, its #121 holding.
  • Julex Capital Management first reported a position in Hartford Financial Services in Q4 2018 and has held it in 4 quarters since.
  • 653 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.