Laurie J. Hall Trustee’s Hartford Financial Services HIG Stock Holding History

Laurie J. Hall Trustee’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	–	Sell	-314	Closed	-$37K	–	254
2024 Q3	$37K	Buy	+314	New	+$34.4K	0.01%	206
2021 Q3	–	Sell	-500	Closed	-$31K	–	328
2021 Q2	$31K	Hold	500	–	–	0.01%	231
2021 Q1	$33K	Sell	500 -500	-50%	-$27K	0.01%	233
2020 Q4	$49K	Hold	1,000	–	–	0.02%	198
2020 Q3	$37K	Buy	+1,000	New	+$39.9K	0.02%	195
2019 Q4	$79K	Hold	1,300	–	–	0.04%	156
2019 Q3	$79K	Hold	1,300	–	–	0.04%	152
2019 Q2	$72K	Hold	1,300	–	–	0.04%	159
2019 Q1	$65K	Hold	1,300	–	–	0.03%	164
2018 Q4	$63K	Hold	1,300	–	–	0.03%	161
2018 Q3	$65K	Hold	1,300	–	–	0.03%	178
2018 Q2	$66K	Hold	1,300	–	–	0.04%	175
2018 Q1	$67K	Hold	1,300	–	–	0.04%	162
2017 Q4	$73K	Hold	1,300	–	–	0.04%	168
2017 Q3	$72.1K	Hold	1,300	–	–	0.04%	137
2017 Q2	$68.3K	Hold	1,300	–	–	0.04%	141
2017 Q1	$62.1K	Hold	1,300	–	–	0.04%	147
2016 Q4	$63K	Buy	+1,300	New	+$59.6K	0.04%	145
2016 Q2	$57K	Hold	1,300	–	–	0.04%	147
2016 Q1	$59K	Hold	1,300	–	–	0.04%	144
2015 Q4	$54K	Buy	+1,300	New	+$59.6K	0.04%	139

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Laurie J. Hall Trustee's HIG Position: Q4 2024 in Review

Laurie J. Hall Trustee sold out of Hartford Financial Services (HIG) in Q4 2024, closing a stake of 314 shares — an estimated $37K sold.

Laurie J. Hall Trustee first reported a position in HIG in Q4 2015 and held it in 21 quarters. The position peaked at $79K in Q4 2019. 1,040 funds tracked by Wall St. Rank hold HIG as of Q4 2024.

Laurie J. Hall Trustee reported no remaining Hartford Financial Services position as of Q4 2024 after selling out during the quarter.
Laurie J. Hall Trustee sold 314 Hartford Financial Services shares in Q4 2024, an estimated $37K.
Laurie J. Hall Trustee first reported a position in Hartford Financial Services in Q4 2015 and held it in 21 quarters.
Laurie J. Hall Trustee's Hartford Financial Services position peaked at $79K in Q4 2019.
1,040 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2024.

Based on Laurie J. Hall Trustee's 13F filing for Q4 2024, filed 16 Jan 2025.