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Rational Advisors’s Hartford Financial Services HIG Stock Holding History

Rational 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
2020
Q4 		– Sell
-2,709
Closed -$100K – 379
2020
Q3 		$100K Buy
2,709
+2,462
+997% +$98.2K 0.04% 154
2020
Q2 		$10K Buy
+247
New +$9.41K 0.01% 361
2020
Q1 		– Sell
-775
Closed -$47K – 316
2019
Q4 		$47K Buy
775
+573
+284% +$34.4K 0.02% 362
2019
Q3 		$12K Sell
202
-302
-60% -$17.7K ﹤0.01% 487
2019
Q2 		$28K Buy
504
+456
+950% +$24.1K 0.01% 400
2019
Q1 		$2K Sell
48
-827
-95% -$39.3K ﹤0.01% 503
2018
Q4 		$39K Buy
875
+409
+88% +$18.4K 0.01% 306
2018
Q3 		$23K Buy
466
+442
+1,842% +$22.7K 0.01% 350
2018
Q2 		$1K Sell
24
-39
-62% -$2.04K ﹤0.01% 469
2018
Q1 		$3K Buy
+63
New +$3.45K ﹤0.01% 448
2017
Q4 		– Sell
-3,851
Closed -$213K – 312
2017
Q3 		$213K Hold
3,851
– – 0.11% 206
2017
Q2 		$202K Sell
3,851
-16,500
-81% -$818K 0.13% 186
2017
Q1 		$978K Sell
20,351
-8,019
-28% -$388K 0.64% 54
2016
Q4 		$1.35M Buy
28,370
+11,870
+72% +$544K 1.29% 23
2016
Q3 		$707K Buy
+16,500
New +$691K 0.47% 77
2015
Q3 		$7K Hold
162
– – ﹤0.01% 370
2015
Q2 		$7K Hold
162
– – ﹤0.01% 382
2015
Q1 		$7K Sell
162
-108
-40% -$4.43K ﹤0.01% 381
2014
Q4 		$11K Buy
+270
New +$10.7K ﹤0.01% 414
2013
Q4 		$15K Sell
405
-27
-6% -$930 ﹤0.01% 766
2013
Q3 		$13K Hold
432
– – ﹤0.01% 800
2013
Q2 		$13K Buy
+432
New +$12.5K ﹤0.01% 800

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Rational Advisors's HIG Position: Q4 2020 in Review

Rational Advisors sold out of Hartford Financial Services (HIG) in Q4 2020, closing a stake of 2,709 shares — an estimated $100K sold.

Rational Advisors first reported a position in HIG in Q2 2013 and held it in 22 quarters. The position peaked at $1.35M in Q4 2016. 637 funds tracked by Wall St. Rank hold HIG as of Q4 2020.

  • Rational Advisors reported no remaining Hartford Financial Services position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 2,709 Hartford Financial Services shares in Q4 2020, an estimated $100K.
  • Rational Advisors first reported a position in Hartford Financial Services in Q2 2013 and held it in 22 quarters.
  • Rational Advisors's Hartford Financial Services position peaked at $1.35M in Q4 2016.
  • 637 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.