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Next Financial Group’s Hartford Financial Services HIG Stock Holding History

Next Financial Group’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 		$890K Buy
12,894
+3,986
+45% +$281K 0.06% 342
2021
Q3 		$625K Buy
8,908
+5,219
+141% +$345K 0.05% 384
2021
Q2 		$229K Buy
3,689
+3,189
+638% +$209K 0.02% 777
2021
Q1 		$33K Hold
500
– – ﹤0.01% 1452
2020
Q4 		$24K Hold
500
– – ﹤0.01% 1478
2020
Q3 		$18K Buy
+500
New +$19.9K ﹤0.01% 1447
2020
Q2 		– Sell
-500
Closed -$18K – 1135
2020
Q1 		$18K Sell
500
-500
-50% -$26.1K ﹤0.01% 1307
2019
Q4 		$61K Sell
1,000
-23
-2% -$1.38K 0.01% 1112
2019
Q3 		$62K Sell
1,023
-10
-1% -$585 0.01% 1082
2019
Q2 		$58K Sell
1,033
-3,962
-79% -$209K 0.01% 1119
2019
Q1 		$248K Buy
4,995
+3,972
+388% +$189K 0.06% 309
2018
Q4 		$45K Sell
1,023
-827
-45% -$37.2K 0.01% 835
2018
Q3 		$92K Buy
+1,850
New +$95.1K 0.04% 375
2017
Q4 		– Sell
-2,115
Closed -$118K – 735
2017
Q3 		$118K Sell
2,115
-1,460
-41% -$79.4K 0.03% 440
2017
Q2 		$188K Hold
3,575
– – 0.05% 372
2017
Q1 		$173K Buy
3,575
+1,065
+42% +$51.5K 0.05% 345
2016
Q4 		$120K Buy
2,510
+1,001
+66% +$45.9K 0.02% 624
2016
Q3 		$65K Buy
1,509
+226
+18% +$9.46K 0.01% 830
2016
Q2 		$56K Hold
1,283
– – 0.02% 623
2016
Q1 		$59K Sell
1,283
-1,367
-52% -$57.5K 0.02% 570
2015
Q4 		$115K Hold
2,650
– – 0.04% 381
2015
Q3 		$121K Sell
2,650
-1,500
-36% -$69.3K 0.04% 380
2015
Q2 		$172K Sell
4,150
-386
-9% -$16.1K 0.06% 336
2015
Q1 		$189K Buy
4,536
+84
+2% +$3.44K 0.06% 323
2014
Q4 		$186K Sell
4,452
-750
-14% -$29.7K 0.06% 315
2014
Q3 		$194K Buy
5,202
+1,432
+38% +$51.8K 0.04% 463
2014
Q2 		$128K Buy
+3,770
New +$133K 0.07% 206

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's HIG Position: Q4 2021 in Review

Next Financial Group increased its Hartford Financial Services (HIG) stake by 45% in Q4 2021, buying an estimated $281K and bringing the position to 12,894 shares worth $890K. The position accounts for 0.06% of the portfolio, ranked #342.

Next Financial Group first reported a position in HIG in Q2 2014 and has held it in 27 quarters since. 714 funds tracked by Wall St. Rank hold HIG as of Q4 2021.

  • Next Financial Group held 12,894 shares of Hartford Financial Services worth $890K as of Q4 2021.
  • Next Financial Group bought 3,986 Hartford Financial Services shares in Q4 2021, an estimated $281K.
  • Hartford Financial Services made up 0.06% of Next Financial Group's portfolio in Q4 2021, its #342 holding.
  • Next Financial Group first reported a position in Hartford Financial Services in Q2 2014 and has held it in 27 quarters since.
  • 714 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.