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One Capital Management’s Hartford Financial Services HIG Stock Holding History

One Capital 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
2024
Q4 		– Sell
-2,015
Closed -$237K – 379
2024
Q3 		$237K Sell
2,015
-4
-0.2% -$439 0.01% 347
2024
Q2 		$203K Buy
+2,019
New +$203K 0.01% 365

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

One Capital Management's HIG Position: Q4 2024 in Review

One Capital Management sold out of Hartford Financial Services (HIG) in Q4 2024, closing a stake of 2,015 shares — an estimated $237K sold.

One Capital Management first reported a position in HIG in Q2 2024 and held it in 2 quarters. The position peaked at $237K in Q3 2024. 1,040 funds tracked by Wall St. Rank hold HIG as of Q4 2024.

  • One Capital Management reported no remaining Hartford Financial Services position as of Q4 2024 after selling out during the quarter.
  • One Capital Management sold 2,015 Hartford Financial Services shares in Q4 2024, an estimated $237K.
  • One Capital Management first reported a position in Hartford Financial Services in Q2 2024 and held it in 2 quarters.
  • One Capital Management's Hartford Financial Services position peaked at $237K in Q3 2024.
  • 1,040 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2024.

Based on One Capital Management's 13F filing for Q4 2024, filed 6 Feb 2025.