Lenox Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$3K	Buy	34 +12	+55%	+$846	﹤0.01%	603
2021 Q4	$2K	Buy	+22	New	+$1.55K	﹤0.01%	722
2021 Q2	–	Sell	-6	Closed	–	–	742
2021 Q1	$0	Buy	+6	New	+$324	﹤0.01%	716
2020 Q3	–	Sell	-28	Closed	-$1K	–	603
2020 Q2	$1K	Hold	28	–	–	﹤0.01%	559
2020 Q1	$1K	Buy	+28	New	+$1.46K	﹤0.01%	689
2018 Q3	–	Sell	-18	Closed	-$1K	–	458
2018 Q2	$1K	Buy	+18	New	+$943	﹤0.01%	515
2015 Q4	–	Sell	-241	Closed	-$11K	–	532
2015 Q3	$11K	Hold	241	–	–	﹤0.01%	174
2015 Q2	$10K	Hold	241	–	–	﹤0.01%	139
2015 Q1	$10K	Hold	241	–	–	﹤0.01%	160
2014 Q4	$10K	Sell	241 -179	-43%	-$7.08K	﹤0.01%	166
2014 Q3	$16K	Hold	420	–	–	0.01%	141
2014 Q2	$15K	Buy	420 +241	+135%	+$8.48K	0.01%	127
2014 Q1	$6K	Sell	179 -100	-36%	-$3.48K	﹤0.01%	155
2013 Q4	$10K	Buy	279 +100	+56%	+$3.44K	0.01%	170
2013 Q3	$6K	Hold	179	–	–	0.01%	147
2013 Q2	$6K	Buy	+179	New	+$5.16K	0.01%	163

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

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Lenox Wealth Advisors's HIG Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Hartford Financial Services (HIG) stake by 55% in Q1 2022, buying an estimated $846 and bringing the position to 34 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Lenox Wealth Advisors first reported a position in HIG in Q2 2013 and has held it in 16 quarters since. The position peaked at $16K in Q3 2014. 730 funds tracked by Wall St. Rank hold HIG as of Q1 2022.

Lenox Wealth Advisors held 34 shares of Hartford Financial Services worth $3K as of Q1 2022.
Lenox Wealth Advisors bought 12 Hartford Financial Services shares in Q1 2022, an estimated $846.
Hartford Financial Services made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #603 holding.
Lenox Wealth Advisors first reported a position in Hartford Financial Services in Q2 2013 and has held it in 16 quarters since.
Lenox Wealth Advisors's Hartford Financial Services position peaked at $16K in Q3 2014.
730 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.