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Sterling Investment Advisors (Pennsylvania)’s Hartford Financial Services HIG Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022
Q1 		– Sell
-100
Closed -$7K – 596
2021
Q4 		$7K Sell
100
-134
-57% -$9.45K ﹤0.01% 466
2021
Q3 		$16K Hold
234
– – ﹤0.01% 386
2021
Q2 		$15K Hold
234
– – ﹤0.01% 388
2021
Q1 		$16K Hold
234
– – 0.01% 367
2020
Q4 		$11K Hold
234
– – ﹤0.01% 353
2020
Q3 		$9K Hold
234
– – ﹤0.01% 350
2020
Q2 		$9K Buy
234
+134
+134% +$5.11K ﹤0.01% 353
2020
Q1 		$3K Hold
100
– – ﹤0.01% 364
2019
Q4 		$6K Hold
100
– – ﹤0.01% 361
2019
Q3 		$6K Hold
100
– – ﹤0.01% 367
2019
Q2 		$6K Hold
100
– – ﹤0.01% 375
2019
Q1 		$5K Hold
100
– – ﹤0.01% 369
2018
Q4 		$4K Hold
100
– – ﹤0.01% 365
2018
Q3 		$5K Hold
100
– – ﹤0.01% 381
2018
Q2 		$5K Hold
100
– – ﹤0.01% 349
2018
Q1 		$5K Hold
100
– – ﹤0.01% 335
2017
Q4 		$6K Hold
100
– – ﹤0.01% 310
2017
Q3 		$6K Hold
100
– – ﹤0.01% 308
2017
Q2 		$5K Buy
+100
New +$4.96K ﹤0.01% 323

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s HIG Position: Q1 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Hartford Financial Services (HIG) in Q1 2022, closing a stake of 100 shares — an estimated $7K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in HIG in Q2 2017 and held it in 19 quarters. The position peaked at $16K in Q3 2021. 730 funds tracked by Wall St. Rank hold HIG as of Q1 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Hartford Financial Services position as of Q1 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 100 Hartford Financial Services shares in Q1 2022, an estimated $7K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Hartford Financial Services in Q2 2017 and held it in 19 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Hartford Financial Services position peaked at $16K in Q3 2021.
  • 730 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2022, filed 3 May 2022.