Syntax Advisors’s Hartford Financial Services HIG Stock Holding History

Syntax Advisors’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	$244K	Buy	3,442 +10	+0.3%	+$726	0.22%	108
2023 Q2	$247K	Sell	3,432 -196	-5%	-$13.8K	0.2%	123
2023 Q1	$253K	Buy	3,628 +187	+5%	+$13.9K	0.19%	146
2022 Q4	$261K	Sell	3,441 -630	-15%	-$45.4K	0.22%	104
2022 Q3	$252K	Buy	4,071 +331	+9%	+$21.5K	0.22%	104
2022 Q2	$245K	Buy	3,740 +96	+3%	+$6.73K	0.21%	134
2022 Q1	$262K	Sell	3,644 -412	-10%	-$29.1K	0.22%	114
2021 Q4	$280K	Buy	+4,056	New	+$286K	0.21%	130

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

Syntax Advisors's HIG Position: Q3 2023 in Review

Syntax Advisors increased its Hartford Financial Services (HIG) stake by 0.29% in Q3 2023, buying an estimated $726 and bringing the position to 3,442 shares worth $244K. The position accounts for 0.22% of the portfolio, ranked #108.

Syntax Advisors first reported a position in HIG in Q4 2021 and has held it in 8 quarters since. The position peaked at $280K in Q4 2021. 773 funds tracked by Wall St. Rank hold HIG as of Q3 2023.

Syntax Advisors held 3,442 shares of Hartford Financial Services worth $244K as of Q3 2023.
Syntax Advisors bought 10 Hartford Financial Services shares in Q3 2023, an estimated $726.
Hartford Financial Services made up 0.22% of Syntax Advisors's portfolio in Q3 2023, its #108 holding.
Syntax Advisors first reported a position in Hartford Financial Services in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's Hartford Financial Services position peaked at $280K in Q4 2021.
773 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.