Karpas Strategies’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $503K | Hold |
5,000
| – | – | 0.16% | 83 |
|
|
2024
Q1 | $515K | Hold |
5,000
| – | – | 0.16% | 80 |
|
|
2023
Q4 | $402K | Hold |
5,000
| – | – | 0.13% | 87 |
|
|
2023
Q3 | $355K | Hold |
5,000
| – | – | 0.13% | 90 |
|
|
2023
Q2 | $360K | Hold |
5,000
| – | – | 0.12% | 93 |
|
|
2023
Q1 | $348K | Hold |
5,000
| – | – | 0.12% | 93 |
|
|
2022
Q4 | $379K | Hold |
5,000
| – | – | 0.13% | 91 |
|
|
2022
Q3 | $310K | Hold |
5,000
| – | – | 0.12% | 94 |
|
|
2022
Q2 | $327K | Hold |
5,000
| – | – | 0.11% | 92 |
|
|
2022
Q1 | $359K | Hold |
5,000
| – | – | 0.11% | 95 |
|
|
2021
Q4 | $345K | Hold |
5,000
| – | – | 0.11% | 98 |
|
|
2021
Q3 | $364K | Hold |
5,000
| – | – | 0.12% | 91 |
|
|
2021
Q2 | $310K | Hold |
5,000
| – | – | 0.11% | 97 |
|
|
2021
Q1 | $334K | Hold |
5,000
| – | – | 0.13% | 92 |
|
|
2020
Q4 | $245K | Buy |
+5,000
| New | +$216K | 0.1% | 114 |
|
|
2020
Q1 | – | Sell |
-5,000
| Closed | -$304K | – | 119 |
|
|
2019
Q4 | $304K | Hold |
5,000
| – | – | 0.11% | 103 |
|
|
2019
Q3 | $303K | Hold |
5,000
| – | – | 0.12% | 98 |
|
|
2019
Q2 | $279K | Hold |
5,000
| – | – | 0.12% | 100 |
|
|
2019
Q1 | $249K | Hold |
5,000
| – | – | 0.11% | 105 |
|
|
2018
Q4 | $222K | Hold |
5,000
| – | – | 0.1% | 106 |
|
|
2018
Q3 | $250K | Hold |
5,000
| – | – | 0.1% | 105 |
|
|
2018
Q2 | $256K | Hold |
5,000
| – | – | 0.11% | 105 |
|
|
2018
Q1 | $258K | Hold |
5,000
| – | – | 0.11% | 104 |
|
|
2017
Q4 | $281K | Hold |
5,000
| – | – | 0.12% | 100 |
|
|
2017
Q3 | $277K | Hold |
5,000
| – | – | 0.12% | 101 |
|
|
2017
Q2 | $263K | Hold |
5,000
| – | – | 0.12% | 105 |
|
|
2017
Q1 | $240K | Hold |
5,000
| – | – | 0.11% | 104 |
|
|
2016
Q4 | $238K | Hold |
5,000
| – | – | 0.11% | 107 |
|
|
2016
Q3 | $214K | Hold |
5,000
| – | – | 0.1% | 114 |
|
|
2016
Q2 | $222K | Hold |
5,000
| – | – | 0.11% | 106 |
|
|
2016
Q1 | $230K | Hold |
5,000
| – | – | 0.12% | 101 |
|
|
2015
Q4 | $217K | Hold |
5,000
| – | – | 0.11% | 109 |
|
|
2015
Q3 | $229K | Hold |
5,000
| – | – | 0.13% | 107 |
|
|
2015
Q2 | $208K | Hold |
5,000
| – | – | 0.1% | 115 |
|
|
2015
Q1 | $209K | Hold |
5,000
| – | – | 0.1% | 112 |
|
|
2014
Q4 | $208K | Buy |
+5,000
| New | +$198K | 0.1% | 116 |
|
Other funds holding HIG
Karpas Strategies's HIG Position: Q2 2024 in Review
Karpas Strategies held its Hartford Financial Services (HIG) position steady in Q2 2024 at 5,000 shares worth $503K. The position accounts for 0.16% of the portfolio, ranked #83.
Karpas Strategies first reported a position in HIG in Q4 2014 and has held it in 36 quarters since. The position peaked at $515K in Q1 2024. 926 funds tracked by Wall St. Rank hold HIG as of Q2 2024.
- Karpas Strategies held 5,000 shares of Hartford Financial Services worth $503K as of Q2 2024.
- Karpas Strategies left its Hartford Financial Services share count unchanged in Q2 2024.
- Hartford Financial Services made up 0.16% of Karpas Strategies's portfolio in Q2 2024, its #83 holding.
- Karpas Strategies first reported a position in Hartford Financial Services in Q4 2014 and has held it in 36 quarters since.
- Karpas Strategies's Hartford Financial Services position peaked at $515K in Q1 2024.
- 926 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2024.
Based on Karpas Strategies's 13F filing for Q2 2024, filed 30 Jul 2024.