Optimum Investment Advisors’s Hartford Financial Services HIG Stock Holding History

Optimum Investment Advisors’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 Q4	–	Sell	-255	Closed	-$9K	–	908
2020 Q3	$9K	Hold	255	–	–	﹤0.01%	707
2020 Q2	$10K	Buy	255 +171	+204%	+$6.52K	﹤0.01%	695
2020 Q1	$3K	Sell	84 -171	-67%	-$8.91K	﹤0.01%	795
2019 Q4	$15K	Hold	255	–	–	﹤0.01%	715
2019 Q3	$15K	Hold	255	–	–	﹤0.01%	721
2019 Q2	$14K	Hold	255	–	–	﹤0.01%	730
2019 Q1	$13K	Hold	255	–	–	﹤0.01%	760
2018 Q4	$11K	Hold	255	–	–	﹤0.01%	749
2018 Q3	$13K	Hold	255	–	–	﹤0.01%	807
2018 Q2	$13K	Hold	255	–	–	﹤0.01%	815
2018 Q1	$13K	Buy	+255	New	+$13.9K	﹤0.01%	783

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

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

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

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

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

Optimum Investment Advisors's HIG Position: Q4 2020 in Review

Optimum Investment Advisors sold out of Hartford Financial Services (HIG) in Q4 2020, closing a stake of 255 shares — an estimated $9K sold.

Optimum Investment Advisors first reported a position in HIG in Q1 2018 and held it in 11 quarters. The position peaked at $15K in Q4 2019. 637 funds tracked by Wall St. Rank hold HIG as of Q4 2020.

Optimum Investment Advisors reported no remaining Hartford Financial Services position as of Q4 2020 after selling out during the quarter.
Optimum Investment Advisors sold 255 Hartford Financial Services shares in Q4 2020, an estimated $9K.
Optimum Investment Advisors first reported a position in Hartford Financial Services in Q1 2018 and held it in 11 quarters.
Optimum Investment Advisors's Hartford Financial Services position peaked at $15K in Q4 2019.
637 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2020.

Based on Optimum Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.