TLP
HIG icon

Tri Locum Partners’s Hartford Financial Services HIG Stock Holding History

Tri Locum 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
2023
Q4 		– Sell
-3,500
Closed -$248K – 38
2023
Q3 		$248K Buy
3,500
+466
+15% +$33.8K 0.08% 39
2023
Q2 		$219K Buy
+3,034
New +$213K 0.08% 48

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

Tri Locum Partners's HIG Position: Q4 2023 in Review

Tri Locum Partners sold out of Hartford Financial Services (HIG) in Q4 2023, closing a stake of 3,500 shares — an estimated $248K sold.

Tri Locum Partners first reported a position in HIG in Q2 2023 and held it in 2 quarters. The position peaked at $248K in Q3 2023. 850 funds tracked by Wall St. Rank hold HIG as of Q4 2023.

  • Tri Locum Partners reported no remaining Hartford Financial Services position as of Q4 2023 after selling out during the quarter.
  • Tri Locum Partners sold 3,500 Hartford Financial Services shares in Q4 2023, an estimated $248K.
  • Tri Locum Partners first reported a position in Hartford Financial Services in Q2 2023 and held it in 2 quarters.
  • Tri Locum Partners's Hartford Financial Services position peaked at $248K in Q3 2023.
  • 850 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2023.

Based on Tri Locum Partners's 13F filing for Q4 2023, filed 14 Feb 2024.