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PFS Investments’s Hartford Financial Services HIG Stock Holding History

PFS Investments’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
2023
Q2 		$267K Buy
3,712
+211
+6% +$14.8K ﹤0.01% 458
2023
Q1 		$245K Buy
3,501
+482
+16% +$35.8K ﹤0.01% 462
2022
Q4 		$229K Buy
+3,019
New +$217K ﹤0.01% 415

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

PFS Investments's HIG Position: Q2 2023 in Review

PFS Investments increased its Hartford Financial Services (HIG) stake by 6% in Q2 2023, buying an estimated $14.8K and bringing the position to 3,712 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

PFS Investments first reported a position in HIG in Q4 2022 and has held it in 3 quarters since. 770 funds tracked by Wall St. Rank hold HIG as of Q2 2023.

  • PFS Investments held 3,712 shares of Hartford Financial Services worth $267K as of Q2 2023.
  • PFS Investments bought 211 Hartford Financial Services shares in Q2 2023, an estimated $14.8K.
  • Hartford Financial Services made up ﹤0.01% of PFS Investments's portfolio in Q2 2023, its #458 holding.
  • PFS Investments first reported a position in Hartford Financial Services in Q4 2022 and has held it in 3 quarters since.
  • 770 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.