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Sheaff Brock Investment Advisors’s Hartford Financial Services HIG Stock Holding History

Sheaff Brock Investment 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
2024
Q1 		– Sell
-14,102
Closed -$1.13M – 518
2023
Q4 		$1.13M Hold
14,102
– – 0.09% 160
2023
Q3 		$1,000K Sell
14,102
-200
-1% -$14.5K 0.09% 164
2023
Q2 		$1.03M Hold
14,302
– – 0.09% 165
2023
Q1 		$997K Buy
14,302
+300
+2% +$22.3K 0.09% 174
2022
Q4 		$1.06M Buy
14,002
+800
+6% +$57.6K 0.1% 158
2022
Q3 		$818K Sell
13,202
-200
-1% -$13K 0.09% 178
2022
Q2 		$877K Hold
13,402
– – 0.07% 176
2022
Q1 		$962K Buy
+13,402
New +$945K 0.07% 186
2020
Q1 		– Sell
-3,299
Closed -$201K – 446
2019
Q4 		$201K Buy
+3,299
New +$198K 0.02% 416
2018
Q1 		– Sell
-3,550
Closed -$200K – 567
2017
Q4 		$200K Buy
+3,550
New +$198K 0.03% 459
2017
Q2 		– Sell
-8,950
Closed -$430K – 623
2017
Q1 		$430K Buy
+8,950
New +$433K 0.06% 307

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Sheaff Brock Investment Advisors's HIG Position: Q1 2024 in Review

Sheaff Brock Investment Advisors sold out of Hartford Financial Services (HIG) in Q1 2024, closing a stake of 14,102 shares — an estimated $1.13M sold.

Sheaff Brock Investment Advisors first reported a position in HIG in Q1 2017 and held it in 11 quarters. The position peaked at $1.13M in Q4 2023. 920 funds tracked by Wall St. Rank hold HIG as of Q1 2024.

  • Sheaff Brock Investment Advisors reported no remaining Hartford Financial Services position as of Q1 2024 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 14,102 Hartford Financial Services shares in Q1 2024, an estimated $1.13M.
  • Sheaff Brock Investment Advisors first reported a position in Hartford Financial Services in Q1 2017 and held it in 11 quarters.
  • Sheaff Brock Investment Advisors's Hartford Financial Services position peaked at $1.13M in Q4 2023.
  • 920 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2024, filed 14 May 2024.