Syverson Strege & Co’s Hartford Financial Services HIG Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-652	Closed	-$45.5K	–	302
2023 Q1	$45.5K	Buy	652 +42	+7%	+$3.12K	0.02%	128
2022 Q4	$46.2K	Buy	610 +4	+0.7%	+$288	0.02%	130
2022 Q3	$38K	Buy	606 +3	+0.5%	+$195	0.02%	131
2022 Q2	$39K	Buy	603 +4	+0.7%	+$280	0.01%	145
2022 Q1	$43K	Buy	599 +1	+0.2%	+$71	0.05%	132
2021 Q4	$41K	Buy	598 +220	+58%	+$15.5K	0.03%	144
2021 Q3	$27K	Buy	378 +70	+23%	+$4.63K	0.02%	169
2021 Q2	$19K	Buy	308 +2	+0.7%	+$131	0.02%	173
2021 Q1	$20K	Buy	306 +2	+0.7%	+$108	0.02%	165
2020 Q4	$15K	Buy	+304	New	+$13.1K	0.01%	165

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Syverson Strege & Co's HIG Position: Q2 2023 in Review

Syverson Strege & Co sold out of Hartford Financial Services (HIG) in Q2 2023, closing a stake of 652 shares — an estimated $45.5K sold.

Syverson Strege & Co first reported a position in HIG in Q4 2020 and held it in 10 quarters. The position peaked at $46.2K in Q4 2022. 770 funds tracked by Wall St. Rank hold HIG as of Q2 2023.

Syverson Strege & Co reported no remaining Hartford Financial Services position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 652 Hartford Financial Services shares in Q2 2023, an estimated $45.5K.
Syverson Strege & Co first reported a position in Hartford Financial Services in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's Hartford Financial Services position peaked at $46.2K in Q4 2022.
770 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.