M&R Capital Management’s Hartford Financial Services HIG Stock Holding History

M&R Capital 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
2024 Q3	$23.5K	Hold	200	–	–	0.01%	297
2024 Q2	$20.1K	Hold	200	–	–	﹤0.01%	291
2024 Q1	$20.6K	Hold	200	–	–	0.01%	294
2023 Q4	$16.1K	Hold	200	–	–	﹤0.01%	344
2023 Q3	$14.2K	Hold	200	–	–	﹤0.01%	347
2023 Q2	$14.4K	Hold	200	–	–	﹤0.01%	348
2023 Q1	$13.9K	Hold	200	–	–	﹤0.01%	343
2022 Q4	$15.2K	Hold	200	–	–	﹤0.01%	316
2022 Q3	$12K	Hold	200	–	–	﹤0.01%	311
2022 Q2	$13K	Hold	200	–	–	﹤0.01%	309
2022 Q1	$14K	Hold	200	–	–	﹤0.01%	312
2021 Q4	$13K	Hold	200	–	–	﹤0.01%	318
2021 Q3	$14K	Hold	200	–	–	﹤0.01%	317
2021 Q2	$12K	Hold	200	–	–	﹤0.01%	323
2021 Q1	$13K	Hold	200	–	–	﹤0.01%	316
2020 Q4	$9K	Hold	200	–	–	﹤0.01%	355
2020 Q3	$7K	Hold	200	–	–	﹤0.01%	377
2020 Q2	$7K	Hold	200	–	–	﹤0.01%	378
2020 Q1	$7K	Hold	200	–	–	﹤0.01%	377
2019 Q4	$12K	Hold	200	–	–	﹤0.01%	367
2019 Q3	$12K	Sell	200 -800	-80%	-$46.8K	﹤0.01%	391
2019 Q2	$55K	Hold	1,000	–	–	0.01%	263
2019 Q1	$51K	Hold	1,000	–	–	0.01%	272
2018 Q4	$44K	Hold	1,000	–	–	0.01%	271
2018 Q3	$49K	Hold	1,000	–	–	0.01%	283
2018 Q2	$51K	Hold	1,000	–	–	0.01%	283
2018 Q1	$51K	Hold	1,000	–	–	0.01%	291
2017 Q4	$56K	Hold	1,000	–	–	0.01%	288
2017 Q3	$55K	Hold	1,000	–	–	0.01%	291
2017 Q2	$56K	Hold	1,000	–	–	0.01%	288
2017 Q1	$48K	Hold	1,000	–	–	0.01%	309
2016 Q4	$47K	Hold	1,000	–	–	0.01%	295
2016 Q3	$42K	Hold	1,000	–	–	0.01%	296
2016 Q2	$44K	Buy	+1,000	New	+$44.6K	0.01%	293

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

M&R Capital Management's HIG Position: Q3 2024 in Review

M&R Capital Management held its Hartford Financial Services (HIG) position steady in Q3 2024 at 200 shares worth $23.5K. The position accounts for 0.01% of the portfolio, ranked #297.

M&R Capital Management first reported a position in HIG in Q2 2016 and has held it in 34 quarters since. The position peaked at $56K in Q4 2017. 1,011 funds tracked by Wall St. Rank hold HIG as of Q3 2024.

M&R Capital Management held 200 shares of Hartford Financial Services worth $23.5K as of Q3 2024.
M&R Capital Management left its Hartford Financial Services share count unchanged in Q3 2024.
Hartford Financial Services made up 0.01% of M&R Capital Management's portfolio in Q3 2024, its #297 holding.
M&R Capital Management first reported a position in Hartford Financial Services in Q2 2016 and has held it in 34 quarters since.
M&R Capital Management's Hartford Financial Services position peaked at $56K in Q4 2017.
1,011 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.