Quest Capital Management’s Hartford Financial Services HIG Stock Holding History

Quest Capital 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
2021 Q4	$535K	Sell	7,755 -1,647	-18%	-$116K	0.09%	144
2021 Q3	$660K	Sell	9,402 -929	-9%	-$61.4K	0.13%	108
2021 Q2	$640K	Buy	10,331 +3,675	+55%	+$241K	0.13%	109
2021 Q1	$445K	Hold	6,656	–	–	0.1%	135
2020 Q4	$326K	Sell	6,656 -263	-4%	-$11.3K	0.08%	165
2020 Q3	$255K	Buy	+6,919	New	+$276K	0.07%	172
2020 Q1	–	Sell	-4,103	Closed	-$249K	–	195
2019 Q4	$249K	Sell	4,103 -371	-8%	-$22.3K	0.06%	178
2019 Q3	$271K	Sell	4,474 -209	-4%	-$12.2K	0.07%	169
2019 Q2	$261K	Sell	4,683 -380	-8%	-$20.1K	0.07%	172
2019 Q1	$254K	Buy	+5,063	New	+$240K	0.06%	165

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Quest Capital Management's HIG Position: Q4 2021 in Review

Quest Capital Management reduced its Hartford Financial Services (HIG) stake by 18% in Q4 2021, selling an estimated $116K and leaving 7,755 shares worth $535K. The position accounts for 0.09% of the portfolio, ranked #144.

Quest Capital Management first reported a position in HIG in Q1 2019 and has held it in 10 quarters since. The position peaked at $660K in Q3 2021. 714 funds tracked by Wall St. Rank hold HIG as of Q4 2021.

Quest Capital Management held 7,755 shares of Hartford Financial Services worth $535K as of Q4 2021.
Quest Capital Management sold 1,647 Hartford Financial Services shares in Q4 2021, an estimated $116K.
Hartford Financial Services made up 0.09% of Quest Capital Management's portfolio in Q4 2021, its #144 holding.
Quest Capital Management first reported a position in Hartford Financial Services in Q1 2019 and has held it in 10 quarters since.
Quest Capital Management's Hartford Financial Services position peaked at $660K in Q3 2021.
714 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.