Liberty Wealth Management’s Hartford Financial Services HIG Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-261	Closed	-$18K	–	565
2021 Q3	$18K	Hold	261	–	–	0.01%	676
2021 Q2	$16K	Hold	261	–	–	0.01%	556
2021 Q1	$12K	Hold	261	–	–	0.01%	558
2020 Q4	$12K	Hold	261	–	–	0.01%	553
2020 Q3	$10K	Hold	261	–	–	0.01%	519
2020 Q2	$10K	Hold	261	–	–	0.01%	493
2020 Q1	$9K	Hold	261	–	–	0.01%	480
2019 Q4	$16K	Hold	261	–	–	0.01%	445
2019 Q3	$16K	Hold	261	–	–	0.02%	426
2019 Q2	$15K	Hold	261	–	–	0.01%	453
2019 Q1	$12K	Hold	261	–	–	0.01%	409
2018 Q4	$11K	Buy	+261	New	+$11.7K	0.01%	413

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

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

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

Liberty Wealth Management's HIG Position: Q4 2021 in Review

Liberty Wealth Management sold out of Hartford Financial Services (HIG) in Q4 2021, closing a stake of 261 shares — an estimated $18K sold.

Liberty Wealth Management first reported a position in HIG in Q4 2018 and held it in 12 quarters. The position peaked at $18K in Q3 2021. 714 funds tracked by Wall St. Rank hold HIG as of Q4 2021.

Liberty Wealth Management reported no remaining Hartford Financial Services position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 261 Hartford Financial Services shares in Q4 2021, an estimated $18K.
Liberty Wealth Management first reported a position in Hartford Financial Services in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Hartford Financial Services position peaked at $18K in Q3 2021.
714 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.