Spirit of America Management Corp’s Hartford Financial Services HIG Stock Holding History

Spirit of America Management Corp’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	-5,600	Closed	-$197K	–	228
2020 Q1	$197K	Sell	5,600 -9,400	-63%	-$490K	0.06%	181
2019 Q4	$912K	Hold	15,000	–	–	0.16%	123
2019 Q3	$909K	Hold	15,000	–	–	0.15%	126
2019 Q2	$836K	Hold	15,000	–	–	0.13%	129
2019 Q1	$746K	Hold	15,000	–	–	0.11%	136
2018 Q4	$667K	Hold	15,000	–	–	0.11%	146
2018 Q3	$749K	Hold	15,000	–	–	0.09%	145
2018 Q2	$767K	Hold	15,000	–	–	0.09%	150
2018 Q1	$773K	Hold	15,000	–	–	0.1%	147
2017 Q4	$844K	Hold	15,000	–	–	0.09%	146
2017 Q3	$831K	Hold	15,000	–	–	0.09%	152
2017 Q2	$789K	Hold	15,000	–	–	0.09%	155
2017 Q1	$721K	Buy	15,000 +1,000	+7%	+$48.4K	0.08%	159
2016 Q4	$667K	Hold	14,000	–	–	0.08%	168
2016 Q3	$599K	Hold	14,000	–	–	0.08%	181
2016 Q2	$621K	Hold	14,000	–	–	0.09%	163
2016 Q1	$645K	Hold	14,000	–	–	0.11%	154
2015 Q4	$608K	Hold	14,000	–	–	0.12%	157
2015 Q3	$641K	Hold	14,000	–	–	0.13%	148
2015 Q2	$582K	Hold	14,000	–	–	0.11%	169
2015 Q1	$585K	Hold	14,000	–	–	0.12%	168
2014 Q4	$584K	Hold	14,000	–	–	0.15%	161
2014 Q3	$522K	Hold	14,000	–	–	0.16%	176
2014 Q2	$501K	Hold	14,000	–	–	0.2%	151
2014 Q1	$494K	Buy	+14,000	New	+$487K	0.2%	153
2013 Q4	–	Sell	-14,000	Closed	-$436K	–	130
2013 Q3	$436K	Buy	14,000 +6,500	+87%	+$203K	0.16%	179
2013 Q2	$232K	Buy	+7,500	New	+$216K	0.08%	225

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Spirit of America Management Corp's HIG Position: Q2 2020 in Review

Spirit of America Management Corp sold out of Hartford Financial Services (HIG) in Q2 2020, closing a stake of 5,600 shares — an estimated $197K sold.

Spirit of America Management Corp first reported a position in HIG in Q2 2013 and held it in 27 quarters. The position peaked at $912K in Q4 2019. 606 funds tracked by Wall St. Rank hold HIG as of Q2 2020.

Spirit of America Management Corp reported no remaining Hartford Financial Services position as of Q2 2020 after selling out during the quarter.
Spirit of America Management Corp sold 5,600 Hartford Financial Services shares in Q2 2020, an estimated $197K.
Spirit of America Management Corp first reported a position in Hartford Financial Services in Q2 2013 and held it in 27 quarters.
Spirit of America Management Corp's Hartford Financial Services position peaked at $912K in Q4 2019.
606 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2020.

Based on Spirit of America Management Corp's 13F filing for Q2 2020, filed 10 Jul 2020.