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

Optimal 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
2021 Q3	$2.75M	Buy	39,156 +30	+0.1%	+$1.98K	0.34%	101
2021 Q2	$2.42M	Buy	39,126 +1	+0%	+$66	0.29%	131
2021 Q1	$2.61M	Sell	39,125 -400	-1%	-$21.6K	0.34%	107
2020 Q4	$1.94M	Buy	39,525 +34	+0.1%	+$1.47K	0.27%	122
2020 Q3	$1.46M	Sell	39,491 -3,188	-7%	-$127K	0.21%	160
2020 Q2	$1.65M	Sell	42,679 -49,079	-53%	-$1.87M	0.27%	133
2020 Q1	$3.23K	Buy	91,758 +53,846	+142%	+$2.81M	0.3%	105
2019 Q4	$2.3M	Buy	+37,912	New	+$2.27M	0.35%	95

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimal Asset Management's HIG Position: Q3 2021 in Review

Optimal Asset Management increased its Hartford Financial Services (HIG) stake by 0.08% in Q3 2021, buying an estimated $1.98K and bringing the position to 39,156 shares worth $2.75M. The position accounts for 0.34% of the portfolio, ranked #101.

Optimal Asset Management first reported a position in HIG in Q4 2019 and has held it in 8 quarters since. 681 funds tracked by Wall St. Rank hold HIG as of Q3 2021.

Optimal Asset Management held 39,156 shares of Hartford Financial Services worth $2.75M as of Q3 2021.
Optimal Asset Management bought 30 Hartford Financial Services shares in Q3 2021, an estimated $1.98K.
Hartford Financial Services made up 0.34% of Optimal Asset Management's portfolio in Q3 2021, its #101 holding.
Optimal Asset Management first reported a position in Hartford Financial Services in Q4 2019 and has held it in 8 quarters since.
681 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.