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Kozak & Associates’s Hartford Financial Services HIG Stock Holding History

Kozak & Associates’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
Q1 		– Sell
-133
Closed -$10K – 348
2022
Q4 		$10K Hold
133
– – 0.01% 225
2022
Q3 		$9K Hold
133
– – 0.01% 226
2022
Q2 		$9K Hold
133
– – 0.01% 235
2022
Q1 		$9K Hold
133
– – 0.01% 266
2021
Q4 		$9K Buy
+133
New +$9.38K 0.01% 266

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Kozak & Associates's HIG Position: Q1 2023 in Review

Kozak & Associates sold out of Hartford Financial Services (HIG) in Q1 2023, closing a stake of 133 shares — an estimated $10K sold.

Kozak & Associates first reported a position in HIG in Q4 2021 and held it in 5 quarters. The position peaked at $10K in Q4 2022. 774 funds tracked by Wall St. Rank hold HIG as of Q1 2023.

  • Kozak & Associates reported no remaining Hartford Financial Services position as of Q1 2023 after selling out during the quarter.
  • Kozak & Associates sold 133 Hartford Financial Services shares in Q1 2023, an estimated $10K.
  • Kozak & Associates first reported a position in Hartford Financial Services in Q4 2021 and held it in 5 quarters.
  • Kozak & Associates's Hartford Financial Services position peaked at $10K in Q4 2022.
  • 774 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2023.

Based on Kozak & Associates's 13F filing for Q1 2023, filed 3 Apr 2023.