Kaizen Advisory’s Hartford Financial Services HIG Stock Holding History

Kaizen Advisory’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
2018 Q4	$45K	Buy	1,019 +146	+17%	+$6.57K	0.03%	343
2018 Q3	$44K	Hold	873	–	–	0.02%	357
2018 Q2	$45K	Buy	873 +531	+155%	+$27.8K	0.02%	347
2018 Q1	$18K	Hold	342	–	–	0.02%	354
2017 Q4	$19K	Buy	+342	New	+$19.1K	0.01%	340

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kaizen Advisory's HIG Position: Q4 2018 in Review

Kaizen Advisory increased its Hartford Financial Services (HIG) stake by 17% in Q4 2018, buying an estimated $6.57K and bringing the position to 1,019 shares worth $45K. The position accounts for 0.03% of the portfolio, ranked #343.

Kaizen Advisory first reported a position in HIG in Q4 2017 and has held it in 5 quarters since. 607 funds tracked by Wall St. Rank hold HIG as of Q4 2018.

Kaizen Advisory held 1,019 shares of Hartford Financial Services worth $45K as of Q4 2018.
Kaizen Advisory bought 146 Hartford Financial Services shares in Q4 2018, an estimated $6.57K.
Hartford Financial Services made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #343 holding.
Kaizen Advisory first reported a position in Hartford Financial Services in Q4 2017 and has held it in 5 quarters since.
607 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.