Loomis, Sayles & Company
HIG icon

Loomis, Sayles & Company’s Hartford Financial Services HIG Stock Holding History

Loomis, Sayles & Company’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
2023
Q1 		– Sell
-905
Closed -$69K – 1001
2022
Q4 		$69K Sell
905
-79
-8% -$5.69K ﹤0.01% 576
2022
Q3 		$61K Buy
984
+844
+603% +$54.9K ﹤0.01% 558
2022
Q2 		$9K Sell
140
-45
-24% -$3.15K ﹤0.01% 674
2022
Q1 		$13K Buy
+185
New +$13K ﹤0.01% 676
2016
Q3 		– Sell
-10,718
Closed -$476K – 1039
2016
Q2 		$476K Buy
10,718
+141
+1% +$6.29K ﹤0.01% 609
2016
Q1 		$487K Sell
10,577
-199
-2% -$8.36K ﹤0.01% 612
2015
Q4 		$468K Buy
10,776
+2,638
+32% +$121K ﹤0.01% 625
2015
Q3 		$373K Buy
+8,138
New +$376K ﹤0.01% 651

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Loomis, Sayles & Company's HIG Position: Q1 2023 in Review

Loomis, Sayles & Company sold out of Hartford Financial Services (HIG) in Q1 2023, closing a stake of 905 shares — an estimated $69K sold.

Loomis, Sayles & Company first reported a position in HIG in Q3 2015 and held it in 8 quarters. The position peaked at $487K in Q1 2016. 774 funds tracked by Wall St. Rank hold HIG as of Q1 2023.

  • Loomis, Sayles & Company reported no remaining Hartford Financial Services position as of Q1 2023 after selling out during the quarter.
  • Loomis, Sayles & Company sold 905 Hartford Financial Services shares in Q1 2023, an estimated $69K.
  • Loomis, Sayles & Company first reported a position in Hartford Financial Services in Q3 2015 and held it in 8 quarters.
  • Loomis, Sayles & Company's Hartford Financial Services position peaked at $487K in Q1 2016.
  • 774 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2023.

Based on Loomis, Sayles & Company's 13F filing for Q1 2023, filed 11 May 2023.