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Symmetry Partners’s Hartford Financial Services HIG Stock Holding History

Symmetry Partners’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
Q3 		– Sell
-9,603
Closed -$965K – 274
2024
Q2 		$965K Hold
9,603
– – 0.05% 169
2024
Q1 		$990K Hold
9,603
– – 0.08% 179
2023
Q4 		$772K Sell
9,603
-401
-4% -$30.2K 0.04% 204
2023
Q3 		$709K Hold
10,004
– – 0.04% 231
2023
Q2 		$720K Hold
10,004
– – 0.04% 250
2023
Q1 		$697K Buy
10,004
+3,563
+55% +$265K 0.04% 247
2022
Q4 		$488K Hold
6,441
– – 0.03% 339
2022
Q3 		$399K Hold
6,441
– – 0.03% 360
2022
Q2 		$421K Sell
6,441
-3,127
-33% -$219K 0.03% 363
2022
Q1 		$687K Sell
9,568
-87
-0.9% -$6.14K 0.04% 288
2021
Q4 		$667K Buy
9,655
+3,214
+50% +$227K 0.04% 310
2021
Q3 		$462K Sell
6,441
-1,048
-14% -$69.3K 0.03% 431
2021
Q2 		$464K Hold
7,489
– – 0.03% 454
2021
Q1 		$500K Sell
7,489
-2,512
-25% -$136K 0.04% 397
2020
Q4 		$490K Hold
10,001
– – 0.04% 376
2020
Q3 		$369K Buy
+10,001
New +$399K 0.03% 419
2020
Q2 		– Sell
-7,054
Closed -$249K – 321
2020
Q1 		$249K Buy
7,054
+1,304
+23% +$67.9K 0.06% 234
2019
Q4 		$349K Buy
+5,750
New +$345K 0.07% 226

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Symmetry Partners's HIG Position: Q3 2024 in Review

Symmetry Partners sold out of Hartford Financial Services (HIG) in Q3 2024, closing a stake of 9,603 shares — an estimated $965K sold.

Symmetry Partners first reported a position in HIG in Q4 2019 and held it in 18 quarters. The position peaked at $990K in Q1 2024. 1,008 funds tracked by Wall St. Rank hold HIG as of Q3 2024.

  • Symmetry Partners reported no remaining Hartford Financial Services position as of Q3 2024 after selling out during the quarter.
  • Symmetry Partners sold 9,603 Hartford Financial Services shares in Q3 2024, an estimated $965K.
  • Symmetry Partners first reported a position in Hartford Financial Services in Q4 2019 and held it in 18 quarters.
  • Symmetry Partners's Hartford Financial Services position peaked at $990K in Q1 2024.
  • 1,008 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.