Pacific Global Investment Management’s Hartford Financial Services HIG Stock Holding History

Pacific Global Investment 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	-4,445	Closed	-$523K	–	124
2024 Q3	$523K	Hold	4,445	–	–	0.09%	140
2024 Q2	$447K	Sell	4,445 -173	-4%	-$17.4K	0.08%	143
2024 Q1	$476K	Buy	4,618 +6	+0.1%	+$550	0.09%	138
2023 Q4	$371K	Buy	4,612 +26	+0.6%	+$1.96K	0.08%	158
2023 Q3	$325K	Buy	4,586 +6	+0.1%	+$435	0.07%	166
2023 Q2	$330K	Sell	4,580 -11	-0.2%	-$772	0.07%	168
2023 Q1	$320K	Sell	4,591 -167	-4%	-$12.4K	0.07%	176
2022 Q4	$361K	Buy	4,758 +6	+0.1%	+$432	0.08%	164
2022 Q3	$294K	Buy	4,752 +6	+0.1%	+$390	0.07%	171
2022 Q2	$311K	Buy	4,746 +6	+0.1%	+$421	0.07%	169
2022 Q1	$340K	Sell	4,740 -24	-0.5%	-$1.69K	0.07%	171
2021 Q4	$329K	Buy	4,764 +5	+0.1%	+$353	0.06%	169
2021 Q3	$334K	Sell	4,759 -37	-0.8%	-$2.45K	0.07%	172
2021 Q2	$297K	Buy	4,796 +5	+0.1%	+$328	0.06%	177
2021 Q1	$320K	Sell	4,791 -249	-5%	-$13.5K	0.07%	171
2020 Q4	$247K	Buy	+5,040	New	+$217K	0.05%	183
2020 Q3	–	Sell	-5,705	Closed	-$220K	–	179
2020 Q2	$220K	Sell	5,705 -4,895	-46%	-$187K	0.06%	161
2020 Q1	$374K	Buy	10,600 +16	+0.2%	+$834	0.12%	132
2019 Q4	$643K	Buy	10,584 +13	+0.1%	+$780	0.14%	131
2019 Q3	$641K	Buy	10,571 +5	+0%	+$293	0.15%	123
2019 Q2	$589K	Sell	10,566 -413	-4%	-$21.8K	0.14%	131
2019 Q1	$546K	Buy	10,979 +22	+0.2%	+$1.04K	0.12%	137
2018 Q4	$487K	Buy	10,957 +20	+0.2%	+$900	0.12%	135
2018 Q3	$546K	Buy	10,937 +9	+0.1%	+$462	0.11%	151
2018 Q2	$559K	Sell	10,928 -181	-2%	-$9.48K	0.12%	148
2018 Q1	$572K	Sell	11,109 -45	-0.4%	-$2.46K	0.13%	149
2017 Q4	$628K	Buy	11,154 +19	+0.2%	+$1.06K	0.14%	141
2017 Q3	$617K	Sell	11,135 -117	-1%	-$6.36K	0.14%	141
2017 Q2	$592K	Sell	11,252 -438	-4%	-$21.7K	0.14%	145
2017 Q1	$562K	Buy	11,690 +21	+0.2%	+$1.02K	0.11%	148
2016 Q4	$556K	Sell	11,669 -978	-8%	-$44.9K	0.11%	147
2016 Q3	$542K	Sell	12,647 -74	-0.6%	-$3.1K	0.12%	146
2016 Q2	$565K	Sell	12,721 -74	-0.6%	-$3.3K	0.13%	142
2016 Q1	$590K	Sell	12,795 -201	-2%	-$8.45K	0.13%	139
2015 Q4	$565K	Buy	12,996 +23	+0.2%	+$1.05K	0.13%	139
2015 Q3	$594K	Sell	12,973 -220	-2%	-$10.2K	0.13%	135
2015 Q2	$548K	Buy	13,193 +185	+1%	+$7.72K	0.1%	150
2015 Q1	$544K	Sell	13,008 -108	-0.8%	-$4.43K	0.1%	158
2014 Q4	$547K	Buy	13,116 +19	+0.1%	+$752	0.1%	155
2014 Q3	$488K	Sell	13,097 -1,818	-12%	-$65.8K	0.08%	162
2014 Q2	$534K	Sell	14,915 -183	-1%	-$6.44K	0.08%	162
2014 Q1	$533K	Sell	15,098 -562	-4%	-$19.6K	0.08%	163
2013 Q4	$567K	Sell	15,660 -1,128	-7%	-$38.8K	0.09%	151
2013 Q3	$522K	Sell	16,788 -123	-0.7%	-$3.84K	0.1%	153
2013 Q2	$523K	Buy	+16,911	New	+$488K	0.1%	136

Other funds holding HIG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Pacific Global Investment Management's HIG Position: Q4 2024 in Review

Pacific Global Investment Management sold out of Hartford Financial Services (HIG) in Q4 2024, closing a stake of 4,445 shares — an estimated $523K sold.

Pacific Global Investment Management first reported a position in HIG in Q2 2013 and held it in 45 quarters. The position peaked at $643K in Q4 2019. 1,042 funds tracked by Wall St. Rank hold HIG as of Q4 2024.

Pacific Global Investment Management reported no remaining Hartford Financial Services position as of Q4 2024 after selling out during the quarter.
Pacific Global Investment Management sold 4,445 Hartford Financial Services shares in Q4 2024, an estimated $523K.
Pacific Global Investment Management first reported a position in Hartford Financial Services in Q2 2013 and held it in 45 quarters.
Pacific Global Investment Management's Hartford Financial Services position peaked at $643K in Q4 2019.
1,042 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2024.

Based on Pacific Global Investment Management's 13F filing for Q4 2024, filed 6 Feb 2025.