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Kapitalo Investimentos’s Hartford Financial Services HIG Stock Holding History

Kapitalo Investimentos’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
2024
Q1 		– Sell
-1,043
Closed -$83.8K – 389
2023
Q4 		$83.8K Sell
1,043
-253
-20% -$19.1K 0.02% 410
2023
Q3 		$91.9K Buy
1,296
+774
+148% +$56.2K 0.01% 407
2023
Q2 		$37.6K Sell
522
-1,566
-75% -$110K 0.01% 419
2023
Q1 		$146K Buy
+2,088
New +$155K 0.05% 226

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Kapitalo Investimentos's HIG Position: Q1 2024 in Review

Kapitalo Investimentos sold out of Hartford Financial Services (HIG) in Q1 2024, closing a stake of 1,043 shares — an estimated $83.8K sold.

Kapitalo Investimentos first reported a position in HIG in Q1 2023 and held it in 4 quarters. The position peaked at $146K in Q1 2023. 920 funds tracked by Wall St. Rank hold HIG as of Q1 2024.

  • Kapitalo Investimentos reported no remaining Hartford Financial Services position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 1,043 Hartford Financial Services shares in Q1 2024, an estimated $83.8K.
  • Kapitalo Investimentos first reported a position in Hartford Financial Services in Q1 2023 and held it in 4 quarters.
  • Kapitalo Investimentos's Hartford Financial Services position peaked at $146K in Q1 2023.
  • 920 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.