Lockerman Financial Group’s Hartford Financial Services HIG Stock Holding History

Lockerman Financial 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 Q2	–	Sell	-4,000	Closed	-$412K	–	110
2024 Q1	$412K	Hold	4,000	–	–	0.79%	40
2023 Q4	$322K	Hold	4,000	–	–	0.74%	43
2023 Q3	$284K	Hold	4,000	–	–	0.76%	45
2023 Q2	$288K	Hold	4,000	–	–	0.8%	43
2023 Q1	$279K	Sell	4,000 -10	-0.2%	-$743	0.77%	45
2022 Q4	$304K	Hold	4,010	–	–	0.89%	37
2022 Q3	$248K	Hold	4,010	–	–	0.71%	43
2022 Q2	$262K	Hold	4,010	–	–	0.84%	41
2022 Q1	$288K	Hold	4,010	–	–	0.78%	37
2021 Q4	$277K	Buy	+4,010	New	+$283K	0.72%	44

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Lockerman Financial Group's HIG Position: Q2 2024 in Review

Lockerman Financial Group sold out of Hartford Financial Services (HIG) in Q2 2024, closing a stake of 4,000 shares — an estimated $412K sold.

Lockerman Financial Group first reported a position in HIG in Q4 2021 and held it in 10 quarters. The position peaked at $412K in Q1 2024. 926 funds tracked by Wall St. Rank hold HIG as of Q2 2024.

Lockerman Financial Group reported no remaining Hartford Financial Services position as of Q2 2024 after selling out during the quarter.
Lockerman Financial Group sold 4,000 Hartford Financial Services shares in Q2 2024, an estimated $412K.
Lockerman Financial Group first reported a position in Hartford Financial Services in Q4 2021 and held it in 10 quarters.
Lockerman Financial Group's Hartford Financial Services position peaked at $412K in Q1 2024.
926 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2024.

Based on Lockerman Financial Group's 13F filing for Q2 2024, filed 16 Jul 2024.