Reilly Financial Advisors’s Hartford Financial Services HIG Stock Holding History

Reilly Financial 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
2021 Q4	$62K	Hold	891	–	–	﹤0.01%	369
2021 Q3	$63K	Hold	891	–	–	0.01%	340
2021 Q2	$55K	Hold	891	–	–	﹤0.01%	363
2021 Q1	$60K	Hold	891	–	–	0.01%	329
2020 Q4	$44K	Hold	891	–	–	﹤0.01%	359
2020 Q3	$33K	Hold	891	–	–	﹤0.01%	365
2020 Q2	$34K	Hold	891	–	–	﹤0.01%	362
2020 Q1	$31K	Hold	891	–	–	﹤0.01%	366
2019 Q4	$54K	Hold	891	–	–	0.01%	323
2019 Q3	$54K	Hold	891	–	–	0.01%	333
2019 Q2	$50K	Hold	891	–	–	0.01%	360
2019 Q1	$44K	Hold	891	–	–	0.01%	371
2018 Q4	$40K	Hold	891	–	–	0.01%	368
2018 Q3	$45K	Hold	891	–	–	0.01%	380
2018 Q2	$46K	Hold	891	–	–	0.01%	329
2018 Q1	$46K	Sell	891 -627	-41%	-$34.3K	0.01%	315
2017 Q4	$85K	Hold	1,518	–	–	0.01%	257
2017 Q3	$84K	Hold	1,518	–	–	0.01%	237
2017 Q2	$80K	Hold	1,518	–	–	0.01%	241
2017 Q1	$73K	Buy	1,518 +891	+142%	+$43.1K	0.01%	239
2016 Q4	$30K	Buy	627 +67	+12%	+$3.07K	0.01%	366
2016 Q3	$24K	Buy	+560	New	+$23.4K	﹤0.01%	385

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

Reilly Financial Advisors's HIG Position: Q4 2021 in Review

Reilly Financial Advisors held its Hartford Financial Services (HIG) position steady in Q4 2021 at 891 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Reilly Financial Advisors first reported a position in HIG in Q3 2016 and has held it in 22 quarters since. The position peaked at $85K in Q4 2017. 715 funds tracked by Wall St. Rank hold HIG as of Q4 2021.

Reilly Financial Advisors held 891 shares of Hartford Financial Services worth $62K as of Q4 2021.
Reilly Financial Advisors left its Hartford Financial Services share count unchanged in Q4 2021.
Hartford Financial Services made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #369 holding.
Reilly Financial Advisors first reported a position in Hartford Financial Services in Q3 2016 and has held it in 22 quarters since.
Reilly Financial Advisors's Hartford Financial Services position peaked at $85K in Q4 2017.
715 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.