Surevest’s Hartford Financial Services HIG Stock Holding History

Surevest’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 Q3	$1K	Hold	13	–	–	﹤0.01%	454
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	492
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	467
2021 Q4	$1K	Buy	+13	New	+$917	﹤0.01%	478

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Surevest's HIG Position: Q3 2022 in Review

Surevest held its Hartford Financial Services (HIG) position steady in Q3 2022 at 13 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Surevest first reported a position in HIG in Q4 2021 and has held it in 4 quarters since. 734 funds tracked by Wall St. Rank hold HIG as of Q3 2022.

Surevest held 13 shares of Hartford Financial Services worth $1K as of Q3 2022.
Surevest left its Hartford Financial Services share count unchanged in Q3 2022.
Hartford Financial Services made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #454 holding.
Surevest first reported a position in Hartford Financial Services in Q4 2021 and has held it in 4 quarters since.
734 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.