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Telemus Capital’s Hartford Financial Services HIG Stock Holding History

Telemus Capital’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
Q4 		– Sell
-3,474
Closed -$246K – 332
2023
Q3 		$246K Buy
3,474
+165
+5% +$12K 0.02% 277
2023
Q2 		$238K Buy
3,309
+19
+0.6% +$1.33K 0.02% 297
2023
Q1 		$229K Buy
3,290
+68
+2% +$5.05K 0.02% 293
2022
Q4 		$254K Sell
3,222
-277
-8% -$19.9K 0.02% 292
2022
Q3 		$217K Buy
+3,499
New +$228K 0.02% 295

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Telemus Capital's HIG Position: Q4 2023 in Review

Telemus Capital sold out of Hartford Financial Services (HIG) in Q4 2023, closing a stake of 3,474 shares — an estimated $246K sold.

Telemus Capital first reported a position in HIG in Q3 2022 and held it in 5 quarters. The position peaked at $254K in Q4 2022. 850 funds tracked by Wall St. Rank hold HIG as of Q4 2023.

  • Telemus Capital reported no remaining Hartford Financial Services position as of Q4 2023 after selling out during the quarter.
  • Telemus Capital sold 3,474 Hartford Financial Services shares in Q4 2023, an estimated $246K.
  • Telemus Capital first reported a position in Hartford Financial Services in Q3 2022 and held it in 5 quarters.
  • Telemus Capital's Hartford Financial Services position peaked at $254K in Q4 2022.
  • 850 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.