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SC&H Financial Advisors’s Hartford Financial Services HIG Stock Holding History

SC&H 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
2022
Q2 		– Sell
-4,714
Closed -$339K – 147
2022
Q1 		$339K Sell
4,714
-1,810
-28% -$128K 0.16% 114
2021
Q4 		$450K Buy
+6,524
New +$460K 0.25% 95

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

SC&H Financial Advisors's HIG Position: Q2 2022 in Review

SC&H Financial Advisors sold out of Hartford Financial Services (HIG) in Q2 2022, closing a stake of 4,714 shares — an estimated $339K sold.

SC&H Financial Advisors first reported a position in HIG in Q4 2021 and held it in 2 quarters. The position peaked at $450K in Q4 2021. 738 funds tracked by Wall St. Rank hold HIG as of Q2 2022.

  • SC&H Financial Advisors reported no remaining Hartford Financial Services position as of Q2 2022 after selling out during the quarter.
  • SC&H Financial Advisors sold 4,714 Hartford Financial Services shares in Q2 2022, an estimated $339K.
  • SC&H Financial Advisors first reported a position in Hartford Financial Services in Q4 2021 and held it in 2 quarters.
  • SC&H Financial Advisors's Hartford Financial Services position peaked at $450K in Q4 2021.
  • 738 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2022.

Based on SC&H Financial Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.