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Okabena Investment Services’s Hartford Financial Services HIG Stock Holding History

Okabena Investment Services’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
Q2 		– Sell
-29
Closed -$1.4K – 188
2023
Q1 		$1.4K Buy
+29
New +$2.15K ﹤0.01% 185

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

Okabena Investment Services's HIG Position: Q2 2023 in Review

Okabena Investment Services sold out of Hartford Financial Services (HIG) in Q2 2023, closing a stake of 29 shares — an estimated $1.4K sold.

Okabena Investment Services first reported a position in HIG in Q1 2023 and held it in 1 quarter. The position peaked at $1.4K in Q1 2023. 770 funds tracked by Wall St. Rank hold HIG as of Q2 2023.

  • Okabena Investment Services reported no remaining Hartford Financial Services position as of Q2 2023 after selling out during the quarter.
  • Okabena Investment Services sold 29 Hartford Financial Services shares in Q2 2023, an estimated $1.4K.
  • Okabena Investment Services first reported a position in Hartford Financial Services in Q1 2023 and held it in 1 quarter.
  • Okabena Investment Services's Hartford Financial Services position peaked at $1.4K in Q1 2023.
  • 770 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.