Moody National Bank Trust Division’s Hartford Financial Services HIG Stock Holding History

Moody National Bank Trust Division’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 Q4	–	Sell	-2,905	Closed	-$206K	–	564
2023 Q3	$206K	Sell	2,905 -224	-7%	-$16.3K	0.01%	571
2023 Q2	$225K	Hold	3,129	–	–	0.02%	571
2023 Q1	$218K	Hold	3,129	–	–	0.02%	572
2022 Q4	$237K	Buy	+3,129	New	+$225K	0.02%	544
2022 Q3	–	Sell	-3,129	Closed	-$205K	–	587
2022 Q2	$205K	Buy	+3,129	New	+$219K	0.02%	492
2019 Q2	–	Sell	-309	Closed	-$15K	–	632
2019 Q1	$15K	Hold	309	–	–	﹤0.01%	595
2018 Q4	$14K	Buy	+309	New	+$13.9K	﹤0.01%	541
2014 Q1	–	Sell	-48,647	Closed	-$1.76M	–	250
2013 Q4	$1.76M	Hold	48,647	–	–	0.12%	30
2013 Q3	$1.51M	Hold	48,647	–	–	0.12%	33
2013 Q2	$1.5M	Buy	+48,647	New	+$1.4M	0.12%	35

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Moody National Bank Trust Division's HIG Position: Q4 2023 in Review

Moody National Bank Trust Division sold out of Hartford Financial Services (HIG) in Q4 2023, closing a stake of 2,905 shares — an estimated $206K sold.

Moody National Bank Trust Division first reported a position in HIG in Q2 2013 and held it in 10 quarters. The position peaked at $1.76M in Q4 2013. 851 funds tracked by Wall St. Rank hold HIG as of Q4 2023.

Moody National Bank Trust Division reported no remaining Hartford Financial Services position as of Q4 2023 after selling out during the quarter.
Moody National Bank Trust Division sold 2,905 Hartford Financial Services shares in Q4 2023, an estimated $206K.
Moody National Bank Trust Division first reported a position in Hartford Financial Services in Q2 2013 and held it in 10 quarters.
Moody National Bank Trust Division's Hartford Financial Services position peaked at $1.76M in Q4 2013.
851 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2023.

Based on Moody National Bank Trust Division's 13F filing for Q4 2023, filed 11 Jan 2024.