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Money Concepts Capital’s Hartford Financial Services HIG Stock Holding History

Money Concepts 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
2023
Q1 		– Sell
-167
Closed -$12.7K – 1548
2022
Q4 		$12.7K Buy
167
+102
+157% +$7.34K ﹤0.01% 1901
2022
Q3 		$4K Hold
65
– – ﹤0.01% 1264
2022
Q2 		$4K Sell
65
-125
-66% -$8.76K ﹤0.01% 1212
2022
Q1 		$14K Buy
+190
New +$13.4K ﹤0.01% 1771

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

Money Concepts Capital's HIG Position: Q1 2023 in Review

Money Concepts Capital sold out of Hartford Financial Services (HIG) in Q1 2023, closing a stake of 167 shares — an estimated $12.7K sold.

Money Concepts Capital first reported a position in HIG in Q1 2022 and held it in 4 quarters. The position peaked at $14K in Q1 2022. 774 funds tracked by Wall St. Rank hold HIG as of Q1 2023.

  • Money Concepts Capital reported no remaining Hartford Financial Services position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 167 Hartford Financial Services shares in Q1 2023, an estimated $12.7K.
  • Money Concepts Capital first reported a position in Hartford Financial Services in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Hartford Financial Services position peaked at $14K in Q1 2022.
  • 774 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.