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Lee Financial’s Hartford Financial Services HIG Stock Holding History

Lee Financial’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
Q1 		– Sell
-151
Closed -$12.2K – 450
2023
Q4 		$12.2K Buy
151
+68
+82% +$5.12K ﹤0.01% 395
2023
Q3 		$5.92K Hold
83
– – ﹤0.01% 490
2023
Q2 		$6.01K Hold
83
– – ﹤0.01% 480
2023
Q1 		$5.84K Sell
83
-58
-41% -$4.31K ﹤0.01% 504
2022
Q4 		$10.7K Buy
141
+40
+40% +$2.88K ﹤0.01% 452
2022
Q3 		$6K Buy
101
+14
+16% +$911 ﹤0.01% 507
2022
Q2 		$6K Buy
87
+24
+38% +$1.68K ﹤0.01% 528
2022
Q1 		$5K Buy
63
+27
+75% +$1.9K ﹤0.01% 508
2021
Q4 		$2K Hold
36
– – ﹤0.01% 744
2021
Q3 		$3K Buy
+36
New +$2.38K ﹤0.01% 550

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Lee Financial's HIG Position: Q1 2024 in Review

Lee Financial sold out of Hartford Financial Services (HIG) in Q1 2024, closing a stake of 151 shares — an estimated $12.2K sold.

Lee Financial first reported a position in HIG in Q3 2021 and held it in 10 quarters. The position peaked at $12.2K in Q4 2023. 920 funds tracked by Wall St. Rank hold HIG as of Q1 2024.

  • Lee Financial reported no remaining Hartford Financial Services position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 151 Hartford Financial Services shares in Q1 2024, an estimated $12.2K.
  • Lee Financial first reported a position in Hartford Financial Services in Q3 2021 and held it in 10 quarters.
  • Lee Financial's Hartford Financial Services position peaked at $12.2K in Q4 2023.
  • 920 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.