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Lourd Capital’s Hartford Financial Services HIG Stock Holding History

Lourd Capital’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
2019
Q1 		– Sell
-5,452
Closed -$242K – 193
2018
Q4 		$242K Sell
5,452
-259
-5% -$11.7K 0.02% 235
2018
Q3 		$285K Buy
+5,711
New +$293K 0.02% 225
2018
Q1 		– Sell
-5,729
Closed -$322K – 200
2017
Q4 		$322K Buy
+5,729
New +$320K 0.02% 219

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lourd Capital's HIG Position: Q1 2019 in Review

Lourd Capital sold out of Hartford Financial Services (HIG) in Q1 2019, closing a stake of 5,452 shares — an estimated $242K sold.

Lourd Capital first reported a position in HIG in Q4 2017 and held it in 3 quarters. The position peaked at $322K in Q4 2017. 633 funds tracked by Wall St. Rank hold HIG as of Q1 2019.

  • Lourd Capital reported no remaining Hartford Financial Services position as of Q1 2019 after selling out during the quarter.
  • Lourd Capital sold 5,452 Hartford Financial Services shares in Q1 2019, an estimated $242K.
  • Lourd Capital first reported a position in Hartford Financial Services in Q4 2017 and held it in 3 quarters.
  • Lourd Capital's Hartford Financial Services position peaked at $322K in Q4 2017.
  • 633 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.