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Sierra Capital’s Hartford Financial Services HIG Stock Holding History

Sierra Capital’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
Q1 		– Sell
-40
Closed -$3K – 344
2022
Q4 		$3K Hold
40
– – ﹤0.01% 467
2022
Q3 		$2K Hold
40
– – ﹤0.01% 521
2022
Q2 		$3K Hold
40
– – ﹤0.01% 532
2022
Q1 		$3K Hold
40
– – ﹤0.01% 596
2021
Q4 		$3K Buy
+40
New +$2.82K ﹤0.01% 597

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Sierra Capital's HIG Position: Q1 2023 in Review

Sierra Capital sold out of Hartford Financial Services (HIG) in Q1 2023, closing a stake of 40 shares — an estimated $3K sold.

Sierra Capital first reported a position in HIG in Q4 2021 and held it in 5 quarters. The position peaked at $3K in Q4 2022. 774 funds tracked by Wall St. Rank hold HIG as of Q1 2023.

  • Sierra Capital reported no remaining Hartford Financial Services position as of Q1 2023 after selling out during the quarter.
  • Sierra Capital sold 40 Hartford Financial Services shares in Q1 2023, an estimated $3K.
  • Sierra Capital first reported a position in Hartford Financial Services in Q4 2021 and held it in 5 quarters.
  • Sierra Capital's Hartford Financial Services position peaked at $3K in Q4 2022.
  • 774 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.