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Lake Street Advisors Group’s Hartford Financial Services HIG Stock Holding History

Lake Street Advisors Group’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
Q4 		$459K Sell
4,172
-89
-2% -$10.3K 0.02% 341
2024
Q3 		$503K Buy
4,261
+29
+0.7% +$3.18K 0.02% 334
2024
Q2 		$427K Sell
4,232
-41
-1% -$4.12K 0.02% 353
2024
Q1 		$442K Buy
4,273
+229
+6% +$21K 0.02% 364
2023
Q4 		$327K Buy
+4,044
New +$305K 0.02% 412

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Lake Street Advisors Group's HIG Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Hartford Financial Services (HIG) stake by 2.1% in Q4 2024, selling an estimated $10.3K and leaving 4,172 shares worth $459K. The position accounts for 0.02% of the portfolio, ranked #341.

Lake Street Advisors Group first reported a position in HIG in Q4 2023 and has held it in 5 quarters since. The position peaked at $503K in Q3 2024. 1,041 funds tracked by Wall St. Rank hold HIG as of Q4 2024.

  • Lake Street Advisors Group held 4,172 shares of Hartford Financial Services worth $459K as of Q4 2024.
  • Lake Street Advisors Group sold 89 Hartford Financial Services shares in Q4 2024, an estimated $10.3K.
  • Hartford Financial Services made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #341 holding.
  • Lake Street Advisors Group first reported a position in Hartford Financial Services in Q4 2023 and has held it in 5 quarters since.
  • Lake Street Advisors Group's Hartford Financial Services position peaked at $503K in Q3 2024.
  • 1,041 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.