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Simplicity Solutions’s Hartford Financial Services HIG Stock Holding History

Simplicity Solutions’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
Q4 		$415K Buy
5,164
+168
+3% +$12.7K 0.01% 731
2023
Q3 		$354K Sell
4,996
-715
-13% -$51.9K 0.01% 707
2023
Q2 		$411K Buy
5,711
+148
+3% +$10.4K 0.01% 726
2023
Q1 		$388K Buy
+5,563
New +$413K 0.01% 766
2016
Q1 		– Sell
-18,057
Closed -$785K – 325
2015
Q4 		$785K Buy
+18,057
New +$828K 0.09% 327

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Simplicity Solutions's HIG Position: Q4 2023 in Review

Simplicity Solutions increased its Hartford Financial Services (HIG) stake by 3.4% in Q4 2023, buying an estimated $12.7K and bringing the position to 5,164 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #731.

Simplicity Solutions first reported a position in HIG in Q4 2015 and has held it in 5 quarters since. The position peaked at $785K in Q4 2015. 850 funds tracked by Wall St. Rank hold HIG as of Q4 2023.

  • Simplicity Solutions held 5,164 shares of Hartford Financial Services worth $415K as of Q4 2023.
  • Simplicity Solutions bought 168 Hartford Financial Services shares in Q4 2023, an estimated $12.7K.
  • Hartford Financial Services made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #731 holding.
  • Simplicity Solutions first reported a position in Hartford Financial Services in Q4 2015 and has held it in 5 quarters since.
  • Simplicity Solutions's Hartford Financial Services position peaked at $785K in Q4 2015.
  • 850 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.