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Kore Private Wealth’s Hartford Financial Services HIG Stock Holding History

Kore Private Wealth’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 		– Sell
-7
Closed – – 1201
2020
Q1 		$0 Buy
7
+1
+17% +$52 ﹤0.01% 1118
2019
Q4 		$0 Buy
+6
New +$360 ﹤0.01% 1051
2019
Q2 		– Sell
-40
Closed -$2K – 473
2019
Q1 		$2K Buy
+40
New +$1.9K ﹤0.01% 853

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Kore Private Wealth's HIG Position: Q2 2020 in Review

Kore Private Wealth sold out of Hartford Financial Services (HIG) in Q2 2020, closing a stake of 7 shares.

Kore Private Wealth first reported a position in HIG in Q1 2019 and held it in 3 quarters. The position peaked at $2K in Q1 2019. 605 funds tracked by Wall St. Rank hold HIG as of Q2 2020.

  • Kore Private Wealth reported no remaining Hartford Financial Services position as of Q2 2020 after selling out during the quarter.
  • Kore Private Wealth sold 7 Hartford Financial Services shares in Q2 2020.
  • Kore Private Wealth first reported a position in Hartford Financial Services in Q1 2019 and held it in 3 quarters.
  • Kore Private Wealth's Hartford Financial Services position peaked at $2K in Q1 2019.
  • 605 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2020.

Based on Kore Private Wealth's 13F filing for Q2 2020, filed 14 Aug 2020.