Sunpointe’s Hartford Financial Services HIG Stock Holding History

Sunpointe’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	–	Sell	-1,801	Closed	-$213K	–	202
2024 Q3	$213K	Buy	+1,801	New	+$197K	0.17%	151

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

Sunpointe's HIG Position: Q4 2024 in Review

Sunpointe sold out of Hartford Financial Services (HIG) in Q4 2024, closing a stake of 1,801 shares — an estimated $213K sold.

Sunpointe first reported a position in HIG in Q3 2024 and held it in 1 quarter. The position peaked at $213K in Q3 2024. 1,040 funds tracked by Wall St. Rank hold HIG as of Q4 2024.

Sunpointe reported no remaining Hartford Financial Services position as of Q4 2024 after selling out during the quarter.
Sunpointe sold 1,801 Hartford Financial Services shares in Q4 2024, an estimated $213K.
Sunpointe first reported a position in Hartford Financial Services in Q3 2024 and held it in 1 quarter.
Sunpointe's Hartford Financial Services position peaked at $213K in Q3 2024.
1,040 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2024.

Based on Sunpointe's 13F filing for Q4 2024, filed 3 Feb 2025.