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

Pinion 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
2024
Q1 		– Sell
-4,504
Closed -$362K – 154
2023
Q4 		$362K Sell
4,504
-2,269
-34% -$171K 0.22% 101
2023
Q3 		$480K Buy
6,773
+90
+1% +$6.53K 0.31% 77
2023
Q2 		$481K Buy
6,683
+1,778
+36% +$125K 0.33% 78
2023
Q1 		$342K Sell
4,905
-1,390
-22% -$103K 0.32% 79
2022
Q4 		$477K Sell
6,295
-2,392
-28% -$172K 0.45% 63
2022
Q3 		$538K Sell
8,687
-53
-0.6% -$3.45K 0.47% 63
2022
Q2 		$572K Buy
8,740
+37
+0.4% +$2.59K 0.48% 65
2022
Q1 		$625K Sell
8,703
-209
-2% -$14.7K 0.43% 69
2021
Q4 		$615K Buy
8,912
+446
+5% +$31.5K 0.41% 76
2021
Q3 		$595K Buy
8,466
+60
+0.7% +$3.97K 0.48% 68
2021
Q2 		$521K Sell
8,406
-27
-0.3% -$1.77K 0.42% 85
2021
Q1 		$563K Buy
8,433
+1,885
+29% +$102K 0.52% 69
2020
Q4 		$321K Buy
+6,548
New +$282K 0.34% 103

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Pinion Investment Advisors's HIG Position: Q1 2024 in Review

Pinion Investment Advisors sold out of Hartford Financial Services (HIG) in Q1 2024, closing a stake of 4,504 shares — an estimated $362K sold.

Pinion Investment Advisors first reported a position in HIG in Q4 2020 and held it in 13 quarters. The position peaked at $625K in Q1 2022. 920 funds tracked by Wall St. Rank hold HIG as of Q1 2024.

  • Pinion Investment Advisors reported no remaining Hartford Financial Services position as of Q1 2024 after selling out during the quarter.
  • Pinion Investment Advisors sold 4,504 Hartford Financial Services shares in Q1 2024, an estimated $362K.
  • Pinion Investment Advisors first reported a position in Hartford Financial Services in Q4 2020 and held it in 13 quarters.
  • Pinion Investment Advisors's Hartford Financial Services position peaked at $625K in Q1 2022.
  • 920 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2024.

Based on Pinion Investment Advisors's 13F filing for Q1 2024, filed 9 May 2024.