Mid Atlantic Financial Management’s Hartford Financial Services HIG Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$288K	Sell	4,095 -1,442	-26%	-$95.3K	0.02%	680
2021 Q2	$343K	Sell	5,537 -4,795	-46%	-$314K	0.02%	611
2021 Q1	$690K	Buy	10,332 +385	+4%	+$20.8K	0.05%	352
2020 Q4	$487K	Buy	9,947 +62	+0.6%	+$2.67K	0.04%	407
2020 Q3	$444K	Buy	+9,885	New	+$394K	0.04%	390
2019 Q3	–	Sell	-4,077	Closed	-$227K	–	731
2019 Q2	$227K	Buy	+4,077	New	+$215K	0.02%	607

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mid Atlantic Financial Management's HIG Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Hartford Financial Services (HIG) stake by 26% in Q3 2021, selling an estimated $95.3K and leaving 4,095 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #680.

Mid Atlantic Financial Management first reported a position in HIG in Q2 2019 and has held it in 6 quarters since. The position peaked at $690K in Q1 2021. 681 funds tracked by Wall St. Rank hold HIG as of Q3 2021.

Mid Atlantic Financial Management held 4,095 shares of Hartford Financial Services worth $288K as of Q3 2021.
Mid Atlantic Financial Management sold 1,442 Hartford Financial Services shares in Q3 2021, an estimated $95.3K.
Hartford Financial Services made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #680 holding.
Mid Atlantic Financial Management first reported a position in Hartford Financial Services in Q2 2019 and has held it in 6 quarters since.
Mid Atlantic Financial Management's Hartford Financial Services position peaked at $690K in Q1 2021.
681 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.