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Schubert & Co’s Hartford Financial Services HIG Stock Holding History

Schubert & Co’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
2023
Q2 		– Sell
-89
Closed -$6.2K – 680
2023
Q1 		$6.2K Sell
89
-12
-12% -$891 0.01% 371
2022
Q4 		$7.66K Buy
101
+17
+20% +$1.22K 0.01% 278
2022
Q3 		$5K Sell
84
-10
-11% -$651 ﹤0.01% 393
2022
Q2 		$6K Buy
94
+46
+96% +$3.23K 0.01% 292
2022
Q1 		$3K Buy
48
+8
+20% +$564 ﹤0.01% 277
2021
Q4 		$3K Buy
+40
New +$2.82K ﹤0.01% 227

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Schubert & Co's HIG Position: Q2 2023 in Review

Schubert & Co sold out of Hartford Financial Services (HIG) in Q2 2023, closing a stake of 89 shares — an estimated $6.2K sold.

Schubert & Co first reported a position in HIG in Q4 2021 and held it in 6 quarters. The position peaked at $7.66K in Q4 2022. 770 funds tracked by Wall St. Rank hold HIG as of Q2 2023.

  • Schubert & Co reported no remaining Hartford Financial Services position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 89 Hartford Financial Services shares in Q2 2023, an estimated $6.2K.
  • Schubert & Co first reported a position in Hartford Financial Services in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Hartford Financial Services position peaked at $7.66K in Q4 2022.
  • 770 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.