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Oakbrook Investments’s Hartford Financial Services HIG Stock Holding History

Oakbrook Investments’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
2020
Q1 		– Sell
-20,525
Closed -$1.25M – 276
2019
Q4 		$1.25M Sell
20,525
-10,000
-33% -$600K 0.25% 81
2019
Q3 		$1.85M Sell
30,525
-5,200
-15% -$304K 0.12% 121
2019
Q2 		$1.99M Sell
35,725
-70
-0.2% -$3.7K 0.12% 128
2019
Q1 		$1.78M Buy
35,795
+1,650
+5% +$78.4K 0.11% 149
2018
Q4 		$1.52M Sell
34,145
-2,390
-7% -$108K 0.1% 150
2018
Q3 		$1.82M Buy
36,535
+9,500
+35% +$488K 0.1% 166
2018
Q2 		$1.38M Buy
27,035
+1,845
+7% +$96.6K 0.09% 164
2018
Q1 		$1.3M Sell
25,190
-2,540
-9% -$139K 0.08% 187
2017
Q4 		$1.56M Sell
27,730
-2,000
-7% -$112K 0.1% 151
2017
Q3 		$1.65M Sell
29,730
-2,700
-8% -$147K 0.11% 156
2017
Q2 		$1.71M Buy
32,430
+3,180
+11% +$158K 0.11% 143
2017
Q1 		$1.41M Sell
29,250
-4,400
-13% -$213K 0.09% 170
2016
Q4 		$1.6M Sell
33,650
-2,450
-7% -$112K 0.1% 166
2016
Q3 		$1.55M Sell
36,100
-3,450
-9% -$144K 0.09% 180
2016
Q2 		$1.75M Buy
39,550
+3,550
+10% +$158K 0.1% 179
2016
Q1 		$1.66M Sell
36,000
-7,500
-17% -$315K 0.11% 156
2015
Q4 		$1.89M Sell
43,500
-2,050
-5% -$94K 0.12% 148
2015
Q3 		$2.08M Sell
45,550
-9,500
-17% -$439K 0.14% 145
2015
Q2 		$2.29M Sell
55,050
-3,550
-6% -$148K 0.14% 145
2015
Q1 		$2.45M Buy
+58,600
New +$2.4M 0.13% 163
2014
Q2 		– Sell
-6,550
Closed -$231K – 620
2014
Q1 		$231K Buy
+6,550
New +$228K 0.01% 546

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Oakbrook Investments's HIG Position: Q1 2020 in Review

Oakbrook Investments sold out of Hartford Financial Services (HIG) in Q1 2020, closing a stake of 20,525 shares — an estimated $1.25M sold.

Oakbrook Investments first reported a position in HIG in Q1 2014 and held it in 21 quarters. The position peaked at $2.45M in Q1 2015. 610 funds tracked by Wall St. Rank hold HIG as of Q1 2020.

  • Oakbrook Investments reported no remaining Hartford Financial Services position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 20,525 Hartford Financial Services shares in Q1 2020, an estimated $1.25M.
  • Oakbrook Investments first reported a position in Hartford Financial Services in Q1 2014 and held it in 21 quarters.
  • Oakbrook Investments's Hartford Financial Services position peaked at $2.45M in Q1 2015.
  • 610 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.