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Sullivan, Bruyette, Speros & Blaney’s Hartford Financial Services HIG Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2021
Q1 		$246K Buy
3,678
+1,200
+48% +$64.8K 0.01% 266
2020
Q4 		$121K Buy
+2,478
New +$107K 0.01% 366
2020
Q1 		– Sell
-2,046
Closed -$124K – 319
2019
Q4 		$124K Hold
2,046
– – 0.01% 313
2019
Q3 		$124K Buy
+2,046
New +$120K 0.01% 300

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's HIG Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney increased its Hartford Financial Services (HIG) stake by 48% in Q1 2021, buying an estimated $64.8K and bringing the position to 3,678 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #266.

Sullivan, Bruyette, Speros & Blaney first reported a position in HIG in Q3 2019 and has held it in 4 quarters since. 707 funds tracked by Wall St. Rank hold HIG as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 3,678 shares of Hartford Financial Services worth $246K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney bought 1,200 Hartford Financial Services shares in Q1 2021, an estimated $64.8K.
  • Hartford Financial Services made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #266 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in Hartford Financial Services in Q3 2019 and has held it in 4 quarters since.
  • 707 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.