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Sonora Investment Management’s Hartford Financial Services HIG Stock Holding History

Sonora Investment Management’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
2020
Q2 		– Sell
-1,289
Closed -$45K – 1818
2020
Q1 		$45K Buy
+1,289
New +$67.2K 0.01% 523
2019
Q4 		– Sell
-100
Closed -$6K – 1690
2019
Q3 		$6K Hold
100
– – ﹤0.01% 1350
2019
Q2 		$6K Hold
100
– – ﹤0.01% 1332
2019
Q1 		$5K Sell
100
-52
-34% -$2.47K ﹤0.01% 1238
2018
Q4 		$7K Buy
+152
New +$6.84K ﹤0.01% 954
2015
Q4 		– Sell
-126
Closed -$6K – 944
2015
Q3 		$6K Buy
+126
New +$5.82K ﹤0.01% 639

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Sonora Investment Management's HIG Position: Q2 2020 in Review

Sonora Investment Management sold out of Hartford Financial Services (HIG) in Q2 2020, closing a stake of 1,289 shares — an estimated $45K sold.

Sonora Investment Management first reported a position in HIG in Q3 2015 and held it in 6 quarters. The position peaked at $45K in Q1 2020. 605 funds tracked by Wall St. Rank hold HIG as of Q2 2020.

  • Sonora Investment Management reported no remaining Hartford Financial Services position as of Q2 2020 after selling out during the quarter.
  • Sonora Investment Management sold 1,289 Hartford Financial Services shares in Q2 2020, an estimated $45K.
  • Sonora Investment Management first reported a position in Hartford Financial Services in Q3 2015 and held it in 6 quarters.
  • Sonora Investment Management's Hartford Financial Services position peaked at $45K in Q1 2020.
  • 605 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2020.

Based on Sonora Investment Management's 13F filing for Q2 2020, filed 13 Aug 2020.