Jupiter Investment Management’s Hartford Financial Services HIG Stock Holding History

Jupiter Investment 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
2020 Q2	$6.31M	Sell	163,678 -3,215	-2%	-$123K	0.1%	179
2020 Q1	$5.88M	Sell	166,893 -265,096	-61%	-$13.8M	0.11%	150
2019 Q4	$26.3M	Buy	+431,989	New	+$25.9M	0.36%	87
2018 Q3	–	Sell	-68,370	Closed	-$3.5M	–	399
2018 Q2	$3.5M	Sell	68,370 -568,016	-89%	-$29.8M	0.02%	228
2018 Q1	$32.8M	Buy	636,386 +261,346	+70%	+$14.3M	0.26%	97
2017 Q4	$21.1M	Sell	375,040 -188,606	-33%	-$10.5M	0.19%	108
2017 Q3	$31.2M	Buy	+563,646	New	+$30.6M	0.33%	89
2017 Q2	–	Sell	-9,500	Closed	-$456K	–	434
2017 Q1	$456K	Buy	+9,500	New	+$460K	0.01%	299
2014 Q2	–	Sell	-5,277	Closed	-$186K	–	369
2014 Q1	$186K	Sell	5,277 -71,465	-93%	-$2.49M	0.01%	295
2013 Q4	$2.78M	Sell	76,742 -234,953	-75%	-$8.09M	0.23%	137
2013 Q3	$9.7M	Buy	311,695 +191,598	+160%	+$5.98M	0.92%	25
2013 Q2	$3.71M	Buy	+120,097	New	+$3.46M	0.45%	97

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Jupiter Investment Management's HIG Position: Q2 2020 in Review

Jupiter Investment Management reduced its Hartford Financial Services (HIG) stake by 1.9% in Q2 2020, selling an estimated $123K and leaving 163,678 shares worth $6.31M. The position accounts for 0.1% of the portfolio, ranked #179.

Jupiter Investment Management first reported a position in HIG in Q2 2013 and has held it in 12 quarters since. The position peaked at $32.8M in Q1 2018. 605 funds tracked by Wall St. Rank hold HIG as of Q2 2020.

Jupiter Investment Management held 163,678 shares of Hartford Financial Services worth $6.31M as of Q2 2020.
Jupiter Investment Management sold 3,215 Hartford Financial Services shares in Q2 2020, an estimated $123K.
Hartford Financial Services made up 0.1% of Jupiter Investment Management's portfolio in Q2 2020, its #179 holding.
Jupiter Investment Management first reported a position in Hartford Financial Services in Q2 2013 and has held it in 12 quarters since.
Jupiter Investment Management's Hartford Financial Services position peaked at $32.8M in Q1 2018.
605 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.