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Southside Capital’s Hartford Financial Services HIG Stock Holding History

Southside 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
2019
Q3 		– Sell
-180,045
Closed -$10M – 78
2019
Q2 		$10M Buy
180,045
+35,045
+24% +$1.85M 2.93% 8
2019
Q1 		$7.21M Buy
+145,000
New +$6.89M 2.95% 15

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Southside Capital's HIG Position: Q3 2019 in Review

Southside Capital sold out of Hartford Financial Services (HIG) in Q3 2019, closing a stake of 180,045 shares — an estimated $10M sold.

Southside Capital first reported a position in HIG in Q1 2019 and held it in 2 quarters. The position peaked at $10M in Q2 2019. 652 funds tracked by Wall St. Rank hold HIG as of Q3 2019.

  • Southside Capital reported no remaining Hartford Financial Services position as of Q3 2019 after selling out during the quarter.
  • Southside Capital sold 180,045 Hartford Financial Services shares in Q3 2019, an estimated $10M.
  • Southside Capital first reported a position in Hartford Financial Services in Q1 2019 and held it in 2 quarters.
  • Southside Capital's Hartford Financial Services position peaked at $10M in Q2 2019.
  • 652 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2019.

Based on Southside Capital's 13F filing for Q3 2019, filed 14 Nov 2019.