Sugarloaf Wealth Management’s Hartford Financial Services HIG Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$363K	Hold	3,317	–	–	0.07%	115
2024 Q3	$390K	Hold	3,317	–	–	0.07%	110
2024 Q2	$333K	Hold	3,317	–	–	0.07%	108
2024 Q1	$342K	Hold	3,317	–	–	0.07%	107
2023 Q4	$267K	Hold	3,317	–	–	0.06%	110
2023 Q3	$235K	Hold	3,317	–	–	0.06%	107
2023 Q2	$239K	Hold	3,317	–	–	0.06%	110
2023 Q1	$231K	Sell	3,317 -780	-19%	-$57.9K	0.06%	120
2022 Q4	$311K	Sell	4,097 -424	-9%	-$30.5K	0.08%	99
2022 Q3	$281K	Hold	4,521	–	–	0.07%	100
2022 Q2	$296K	Hold	4,521	–	–	0.07%	95
2022 Q1	$325K	Hold	4,521	–	–	0.08%	91
2021 Q4	$312K	Sell	4,521 -25	-0.5%	-$1.76K	0.07%	100
2021 Q3	$319K	Hold	4,546	–	–	0.08%	96
2021 Q2	$282K	Sell	4,546 -25	-0.5%	-$1.64K	0.08%	101
2021 Q1	$305	Sell	4,571 -30	-0.7%	-$1.62K	0.09%	95
2020 Q4	$225K	Hold	4,601	–	–	0.08%	107
2020 Q3	$170K	Sell	4,601 -15	-0.3%	-$598	0.06%	118
2020 Q2	$178K	Hold	4,616	–	–	0.07%	119
2020 Q1	$163K	Hold	4,616	–	–	0.07%	114
2019 Q4	$281K	Buy	+4,616	New	+$277K	0.12%	100

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Sugarloaf Wealth Management's HIG Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Hartford Financial Services (HIG) position steady in Q4 2024 at 3,317 shares worth $363K. The position accounts for 0.07% of the portfolio, ranked #115.

Sugarloaf Wealth Management first reported a position in HIG in Q4 2019 and has held it in 21 quarters since. The position peaked at $390K in Q3 2024. 1,040 funds tracked by Wall St. Rank hold HIG as of Q4 2024.

Sugarloaf Wealth Management held 3,317 shares of Hartford Financial Services worth $363K as of Q4 2024.
Sugarloaf Wealth Management left its Hartford Financial Services share count unchanged in Q4 2024.
Hartford Financial Services made up 0.07% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #115 holding.
Sugarloaf Wealth Management first reported a position in Hartford Financial Services in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Hartford Financial Services position peaked at $390K in Q3 2024.
1,040 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.