Summit X LLC’s Hartford Financial Services HIG Stock Holding History

Summit X LLC’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
2023 Q3	–	Sell	-8,984	Closed	-$647K	–	228
2023 Q2	$647K	Sell	8,984 -1	-0%	-$70	0.16%	132
2023 Q1	$626K	Sell	8,985 -480	-5%	-$35.6K	0.16%	131
2022 Q4	$619K	Hold	9,465	–	–	0.18%	122
2022 Q3	$587K	Hold	9,465	–	–	0.17%	133
2022 Q2	$618K	Hold	9,465	–	–	0.18%	122
2022 Q1	$681K	Buy	9,465 +20	+0.2%	+$1.41K	0.17%	123
2021 Q4	$650K	Hold	9,445	–	–	0.15%	142
2021 Q3	$664K	Hold	9,445	–	–	0.17%	131
2021 Q2	$585K	Sell	9,445 -100	-1%	-$6.55K	0.15%	150
2021 Q1	$636K	Buy	9,545 +280	+3%	+$15.1K	0.17%	130
2020 Q4	$454K	Sell	9,265 -620	-6%	-$26.7K	0.13%	163
2020 Q3	$1.62K	Buy	+9,885	New	+$394K	0.03%	202

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

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

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

Summit X LLC's HIG Position: Q3 2023 in Review

Summit X LLC sold out of Hartford Financial Services (HIG) in Q3 2023, closing a stake of 8,984 shares — an estimated $647K sold.

Summit X LLC first reported a position in HIG in Q3 2020 and held it in 12 quarters. The position peaked at $681K in Q1 2022. 773 funds tracked by Wall St. Rank hold HIG as of Q3 2023.

Summit X LLC reported no remaining Hartford Financial Services position as of Q3 2023 after selling out during the quarter.
Summit X LLC sold 8,984 Hartford Financial Services shares in Q3 2023, an estimated $647K.
Summit X LLC first reported a position in Hartford Financial Services in Q3 2020 and held it in 12 quarters.
Summit X LLC's Hartford Financial Services position peaked at $681K in Q1 2022.
773 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2023.

Based on Summit X LLC's 13F filing for Q3 2023, filed 6 Nov 2023.