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Slocum, Gordon & Co’s Hartford Financial Services HIG Stock Holding History

Slocum, Gordon & 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
Q4 		– Sell
-208
Closed -$14.7K – 143
2023
Q3 		$14.7K Hold
208
– – 0.01% 120
2023
Q2 		$15K Buy
+208
New +$14.6K 0.01% 115

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

Slocum, Gordon & Co's HIG Position: Q4 2023 in Review

Slocum, Gordon & Co sold out of Hartford Financial Services (HIG) in Q4 2023, closing a stake of 208 shares — an estimated $14.7K sold.

Slocum, Gordon & Co first reported a position in HIG in Q2 2023 and held it in 2 quarters. The position peaked at $15K in Q2 2023. 850 funds tracked by Wall St. Rank hold HIG as of Q4 2023.

  • Slocum, Gordon & Co reported no remaining Hartford Financial Services position as of Q4 2023 after selling out during the quarter.
  • Slocum, Gordon & Co sold 208 Hartford Financial Services shares in Q4 2023, an estimated $14.7K.
  • Slocum, Gordon & Co first reported a position in Hartford Financial Services in Q2 2023 and held it in 2 quarters.
  • Slocum, Gordon & Co's Hartford Financial Services position peaked at $15K in Q2 2023.
  • 850 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2023.

Based on Slocum, Gordon & Co's 13F filing for Q4 2023, filed 14 Feb 2024.