Squar Milner Financial Services’s Hartford Financial Services HIG Stock Holding History

Squar Milner Financial Services’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	-273	Closed	-$9K	–	422
2020 Q1	$9K	Sell	273 -29	-10%	-$1.51K	0.01%	553
2019 Q4	$18K	Buy	+302	New	+$18.1K	0.01%	533
2019 Q3	–	Sell	-286	Closed	-$16K	–	426
2019 Q2	$16K	Sell	286 -40	-12%	-$2.11K	0.01%	479
2019 Q1	$16K	Hold	326	–	–	0.01%	453
2018 Q4	$14K	Hold	326	–	–	0.01%	434
2018 Q3	$16K	Hold	326	–	–	0.01%	441
2018 Q2	$17K	Buy	+326	New	+$17.1K	0.02%	505

Other funds holding HIG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Squar Milner Financial Services's HIG Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Hartford Financial Services (HIG) in Q2 2020, closing a stake of 273 shares — an estimated $9K sold.

Squar Milner Financial Services first reported a position in HIG in Q2 2018 and held it in 7 quarters. The position peaked at $18K in Q4 2019. 606 funds tracked by Wall St. Rank hold HIG as of Q2 2020.

Squar Milner Financial Services reported no remaining Hartford Financial Services position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 273 Hartford Financial Services shares in Q2 2020, an estimated $9K.
Squar Milner Financial Services first reported a position in Hartford Financial Services in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Hartford Financial Services position peaked at $18K in Q4 2019.
606 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.