PagnatoKarp Partners’s Hartford Financial Services HIG Stock Holding History

PagnatoKarp Partners’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 Q1	–	Sell	-3,997	Closed	-$244K	–	175
2019 Q4	$244K	Sell	3,997 -16	-0.4%	-$960	0.04%	164
2019 Q3	$244K	Buy	4,013 +193	+5%	+$11.3K	0.05%	164
2019 Q2	$214K	Buy	+3,820	New	+$202K	0.05%	170
2018 Q1	–	Sell	-3,787	Closed	-$214K	–	135
2017 Q4	$214K	Buy	3,787 +4	+0.1%	+$223	0.06%	123
2017 Q3	$211K	Buy	+3,783	New	+$206K	0.05%	130

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

PagnatoKarp Partners's HIG Position: Q1 2020 in Review

PagnatoKarp Partners sold out of Hartford Financial Services (HIG) in Q1 2020, closing a stake of 3,997 shares — an estimated $244K sold.

PagnatoKarp Partners first reported a position in HIG in Q3 2017 and held it in 5 quarters. The position peaked at $244K in Q4 2019. 610 funds tracked by Wall St. Rank hold HIG as of Q1 2020.

PagnatoKarp Partners reported no remaining Hartford Financial Services position as of Q1 2020 after selling out during the quarter.
PagnatoKarp Partners sold 3,997 Hartford Financial Services shares in Q1 2020, an estimated $244K.
PagnatoKarp Partners first reported a position in Hartford Financial Services in Q3 2017 and held it in 5 quarters.
PagnatoKarp Partners's Hartford Financial Services position peaked at $244K in Q4 2019.
610 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2020.

Based on PagnatoKarp Partners's 13F filing for Q1 2020, filed 16 Apr 2020.