TCWP’s Hartford Financial Services HIG Stock Holding History

TCWP’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 Q2	–	Sell	-50	Closed	-$3K	–	897
2022 Q1	$3K	Buy	+50	New	+$3.53K	﹤0.01%	1198

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

TCWP's HIG Position: Q2 2022 in Review

TCWP sold out of Hartford Financial Services (HIG) in Q2 2022, closing a stake of 50 shares — an estimated $3K sold.

TCWP first reported a position in HIG in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 738 funds tracked by Wall St. Rank hold HIG as of Q2 2022.

TCWP reported no remaining Hartford Financial Services position as of Q2 2022 after selling out during the quarter.
TCWP sold 50 Hartford Financial Services shares in Q2 2022, an estimated $3K.
TCWP first reported a position in Hartford Financial Services in Q1 2022 and held it in 1 quarter.
TCWP's Hartford Financial Services position peaked at $3K in Q1 2022.
738 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.