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Marathon Asset Management (UK)’s Hartford Financial Services HIG Stock Holding History

Marathon Asset Management (UK)’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
-1,136,829
Closed -$80.2M – 102
2021
Q3 		$80.2M Sell
1,136,829
-33,286
-3% -$2.2M 0.97% 41
2021
Q2 		$72.9M Buy
1,170,115
+57,499
+5% +$3.77M 0.88% 46
2021
Q1 		$74.7M Sell
1,112,616
-33,525
-3% -$1.81M 1.04% 32
2020
Q4 		$56.5M Sell
1,146,141
-42,102
-4% -$1.82M 0.79% 48
2020
Q3 		$44.2M Sell
1,188,243
-154,707
-12% -$6.17M 0.7% 56
2020
Q2 		$52.4M Sell
1,342,950
-608,214
-31% -$23.2M 0.8% 47
2020
Q1 		$69.4M Sell
1,951,164
-83,577
-4% -$4.35M 1.24% 26
2019
Q4 		$124M Sell
2,034,741
-153,139
-7% -$9.19M 1.63% 17
2019
Q3 		$133M Sell
2,187,880
-70,432
-3% -$4.12M 1.75% 16
2019
Q2 		$126M Buy
2,258,312
+136,422
+6% +$7.2M 1.62% 19
2019
Q1 		$106M Sell
2,121,890
-53,970
-2% -$2.56M 1.42% 27
2018
Q4 		$97.1M Buy
2,175,860
+1,002,225
+85% +$45.1M 1.44% 25
2018
Q3 		$59M Buy
1,173,635
+190,558
+19% +$9.79M 0.74% 52
2018
Q2 		$50.5M Buy
983,077
+752
+0.1% +$39.4K 0.75% 50
2018
Q1 		$50.8M Buy
982,325
+17,060
+2% +$933K 0.79% 49
2017
Q4 		$54.6M Buy
965,265
+33,367
+4% +$1.86M 0.84% 45
2017
Q3 		$51.9M Buy
931,898
+44,125
+5% +$2.4M 0.85% 44
2017
Q2 		$46.8M Buy
887,773
+132,351
+18% +$6.56M 0.81% 47
2017
Q1 		$36.5M Buy
755,422
+83,209
+12% +$4.03M 0.8% 50
2016
Q4 		$32.2M Sell
672,213
-8,321
-1% -$382K 0.7% 58
2016
Q3 		$29.3M Buy
680,534
+125,974
+23% +$5.27M 0.63% 62
2016
Q2 		$24.7M Buy
554,560
+10,736
+2% +$479K 0.52% 65
2016
Q1 		$25.2M Buy
543,824
+20,509
+4% +$862K 0.55% 61
2015
Q4 		$22.7M Buy
+523,315
New +$24M 0.51% 64

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marathon Asset Management (UK)'s HIG Position: Q4 2021 in Review

Marathon Asset Management (UK) sold out of Hartford Financial Services (HIG) in Q4 2021, closing a stake of 1,136,829 shares — an estimated $80.2M sold.

Marathon Asset Management (UK) first reported a position in HIG in Q4 2015 and held it in 24 quarters. The position peaked at $133M in Q3 2019. 715 funds tracked by Wall St. Rank hold HIG as of Q4 2021.

  • Marathon Asset Management (UK) reported no remaining Hartford Financial Services position as of Q4 2021 after selling out during the quarter.
  • Marathon Asset Management (UK) sold 1,136,829 Hartford Financial Services shares in Q4 2021, an estimated $80.2M.
  • Marathon Asset Management (UK) first reported a position in Hartford Financial Services in Q4 2015 and held it in 24 quarters.
  • Marathon Asset Management (UK)'s Hartford Financial Services position peaked at $133M in Q3 2019.
  • 715 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2021.

Based on Marathon Asset Management (UK)'s 13F filing for Q4 2021, filed 28 Jan 2022.