KCM Investment Advisors’s Hartford Financial Services HIG Stock Holding History

KCM Investment Advisors’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
2023 Q2	–	Sell	-9,968	Closed	-$695K	–	393
2023 Q1	$695K	Hold	9,968	–	–	0.03%	232
2022 Q4	$756K	Hold	9,968	–	–	0.03%	228
2022 Q3	$617K	Hold	9,968	–	–	0.03%	234
2022 Q2	$652K	Hold	9,968	–	–	0.03%	232
2022 Q1	$716K	Buy	9,968 +1,075	+12%	+$75.8K	0.03%	238
2021 Q4	$614K	Sell	8,893 -52	-0.6%	-$3.67K	0.02%	263
2021 Q3	$628K	Hold	8,945	–	–	0.03%	249
2021 Q2	$554K	Hold	8,945	–	–	0.02%	252
2021 Q1	$597K	Hold	8,945	–	–	0.03%	235
2020 Q4	$438K	Buy	+8,945	New	+$386K	0.02%	251

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

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

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

KCM Investment Advisors's HIG Position: Q2 2023 in Review

KCM Investment Advisors sold out of Hartford Financial Services (HIG) in Q2 2023, closing a stake of 9,968 shares — an estimated $695K sold.

KCM Investment Advisors first reported a position in HIG in Q4 2020 and held it in 10 quarters. The position peaked at $756K in Q4 2022. 770 funds tracked by Wall St. Rank hold HIG as of Q2 2023.

KCM Investment Advisors reported no remaining Hartford Financial Services position as of Q2 2023 after selling out during the quarter.
KCM Investment Advisors sold 9,968 Hartford Financial Services shares in Q2 2023, an estimated $695K.
KCM Investment Advisors first reported a position in Hartford Financial Services in Q4 2020 and held it in 10 quarters.
KCM Investment Advisors's Hartford Financial Services position peaked at $756K in Q4 2022.
770 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2023.

Based on KCM Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.