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Occidental Asset Management’s Hartford Financial Services HIG Stock Holding History

Occidental Asset 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
2020
Q3 		– Sell
-15,207
Closed -$586K – 146
2020
Q2 		$586K Buy
15,207
+1,467
+11% +$55.9K 0.26% 90
2020
Q1 		$484K Buy
13,740
+3,496
+34% +$182K 0.24% 92
2019
Q4 		$623K Buy
10,244
+855
+9% +$51.3K 0.25% 101
2019
Q3 		$569K Buy
+9,389
New +$549K 0.24% 97

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Occidental Asset Management's HIG Position: Q3 2020 in Review

Occidental Asset Management sold out of Hartford Financial Services (HIG) in Q3 2020, closing a stake of 15,207 shares — an estimated $586K sold.

Occidental Asset Management first reported a position in HIG in Q3 2019 and held it in 4 quarters. The position peaked at $623K in Q4 2019. 596 funds tracked by Wall St. Rank hold HIG as of Q3 2020.

  • Occidental Asset Management reported no remaining Hartford Financial Services position as of Q3 2020 after selling out during the quarter.
  • Occidental Asset Management sold 15,207 Hartford Financial Services shares in Q3 2020, an estimated $586K.
  • Occidental Asset Management first reported a position in Hartford Financial Services in Q3 2019 and held it in 4 quarters.
  • Occidental Asset Management's Hartford Financial Services position peaked at $623K in Q4 2019.
  • 596 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2020.

Based on Occidental Asset Management's 13F filing for Q3 2020, filed 10 Nov 2020.