JAM
Jupiter Asset Management’s Hartford Financial Services HIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.2M | Buy |
514,123
+92,541
| +22% | +$11.7M | 0.54% | 50 |
|
|
2025
Q1 | $52.2M | Sell |
421,582
-128,782
| -23% | -$15.9M | 0.5% | 55 |
|
|
2024
Q4 | $60.2M | Buy |
550,364
+63,529
| +13% | +$6.95M | 0.59% | 44 |
|
|
2024
Q3 | $57.3M | Buy |
+486,835
| New | +$57.3M | 0.5% | 65 |
|
|
2022
Q4 | – | Sell |
-62,994
| Closed | -$3.9M | – | 506 |
|
|
2022
Q3 | $3.9M | Buy |
62,994
+18,385
| +41% | +$1.14M | 0.06% | 268 |
|
|
2022
Q2 | $2.92M | Buy |
+44,609
| New | +$2.92M | 0.04% | 323 |
|
|
2022
Q1 | – | Sell |
-506,614
| Closed | -$35M | – | 559 |
|
|
2021
Q4 | $35M | Sell |
506,614
-6,032
| -1% | -$417K | 0.38% | 83 |
|
|
2021
Q3 | $36M | Buy |
512,646
+357,247
| +230% | +$25.1M | 0.41% | 80 |
|
|
2021
Q2 | $9.63M | Buy |
155,399
+50,836
| +49% | +$3.15M | 0.1% | 210 |
|
|
2021
Q1 | $6.99M | Buy |
104,563
+26,268
| +34% | +$1.75M | 0.07% | 268 |
|
|
2020
Q4 | $3.83M | Buy |
78,295
+52,823
| +207% | +$2.59M | 0.04% | 352 |
|
|
2020
Q3 | $939K | Buy |
+25,472
| New | +$939K | 0.01% | 465 |
|
|
2016
Q1 | – | Sell |
-118,000
| Closed | -$5.13M | – | 213 |
|
|
2015
Q4 | $5.13M | Hold |
118,000
| – | – | 0.19% | 132 |
|
|
2015
Q3 | $5.4M | Sell |
118,000
-2,000
| -2% | -$91.6K | 0.21% | 114 |
|
|
2015
Q2 | $4.99M | Sell |
120,000
-202,700
| -63% | -$8.43M | 0.18% | 147 |
|
|
2015
Q1 | $13.5M | Sell |
322,700
-54,000
| -14% | -$2.26M | 0.47% | 53 |
|
|
2014
Q4 | $15.7M | Buy |
376,700
+56,700
| +18% | +$2.36M | 0.51% | 46 |
|
|
2014
Q3 | $11.9M | Buy |
320,000
+40,000
| +14% | +$1.49M | 0.4% | 63 |
|
|
2014
Q2 | $10M | Buy |
280,000
+45,000
| +19% | +$1.61M | 0.32% | 92 |
|
|
2014
Q1 | $8.29M | Buy |
235,000
+45,000
| +24% | +$1.59M | 0.27% | 113 |
|
|
2013
Q4 | $6.88M | Sell |
190,000
-19,073
| -9% | -$691K | 0.27% | 114 |
|
|
2013
Q3 | $6.51M | Sell |
209,073
-319,374
| -60% | -$9.94M | 0.29% | 109 |
|
|
2013
Q2 | $16.3M | Buy |
+528,447
| New | +$16.3M | 0.73% | 39 |
|