UBS AM’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547M | Buy |
4,309,377
+529,130
| +14% | +$67.1M | 0.11% | 182 |
|
|
2025
Q1 | $468M | Sell |
3,780,247
-50,215
| -1% | -$6.21M | 0.12% | 175 |
|
|
2024
Q4 | $419M | Buy |
3,830,462
+234,320
| +7% | +$25.6M | 0.1% | 183 |
|
|
2024
Q3 | $423M | Sell |
3,596,142
-2,949
| -0.1% | -$347K | 0.11% | 170 |
|
|
2024
Q2 | $362M | Buy |
3,599,091
+639,065
| +22% | +$64.3M | 0.1% | 173 |
|
|
2024
Q1 | $305M | Sell |
2,960,026
-83,813
| -3% | -$8.64M | 0.11% | 181 |
|
|
2023
Q4 | $245M | Buy |
3,043,839
+626,930
| +26% | +$50.4M | 0.1% | 219 |
|
|
2023
Q3 | $171M | Buy |
2,416,909
+355,590
| +17% | +$25.2M | 0.08% | 270 |
|
|
2023
Q2 | $144M | Hold |
2,061,319
| – | – | 0.07% | 308 |
|
|
2023
Q1 | $144M | Buy |
2,061,319
+14,903
| +0.7% | +$1.04M | 0.07% | 308 |
|
|
2022
Q4 | $155M | Sell |
2,046,416
-17,324
| -0.8% | -$1.31M | 0.08% | 273 |
|
|
2022
Q3 | $128M | Sell |
2,063,740
-154,265
| -7% | -$9.56M | 0.07% | 300 |
|
|
2022
Q2 | $145M | Sell |
2,218,005
-5,426
| -0.2% | -$355K | 0.08% | 281 |
|
|
2022
Q1 | $160M | Sell |
2,223,431
-71,590
| -3% | -$5.14M | 0.07% | 303 |
|
|
2021
Q4 | $158M | Sell |
2,295,021
-66,421
| -3% | -$4.59M | 0.06% | 326 |
|
|
2021
Q3 | $166M | Sell |
2,361,442
-144,304
| -6% | -$10.1M | 0.07% | 301 |
|
|
2021
Q2 | $155M | Buy |
2,505,746
+20,344
| +0.8% | +$1.26M | 0.07% | 318 |
|
|
2021
Q1 | $166M | Buy |
2,485,402
+103,494
| +4% | +$6.91M | 0.07% | 286 |
|
|
2020
Q4 | $117M | Sell |
2,381,908
-61,791
| -3% | -$3.03M | 0.05% | 358 |
|
|
2020
Q3 | $90.1M | Buy |
2,443,699
+272,832
| +13% | +$10.1M | 0.05% | 364 |
|
|
2020
Q2 | $83.7M | Sell |
2,170,867
-266,558
| -11% | -$10.3M | 0.05% | 354 |
|
|
2020
Q1 | $85.9M | Buy |
2,437,425
+196,068
| +9% | +$6.91M | 0.06% | 309 |
|
|
2019
Q4 | $136M | Buy |
2,241,357
+148,220
| +7% | +$9.01M | 0.08% | 251 |
|
|
2019
Q3 | $127M | Buy |
2,093,137
+274,779
| +15% | +$16.7M | 0.09% | 253 |
|
|
2019
Q2 | $101M | Buy |
1,818,358
+419,666
| +30% | +$23.4M | 0.07% | 296 |
|
|
2019
Q1 | $69.5M | Buy |
1,398,692
+22,149
| +2% | +$1.1M | 0.05% | 379 |
|
|
2018
Q4 | $61.2M | Buy |
1,376,543
+13,845
| +1% | +$615K | 0.05% | 376 |
|
|
2018
Q3 | $68.1M | Sell |
1,362,698
-272,307
| -17% | -$13.6M | 0.05% | 389 |
|
|
2018
Q2 | $83.6M | Buy |
1,635,005
+135,807
| +9% | +$6.94M | 0.06% | 336 |
|
|
2018
Q1 | $77.2M | Buy |
1,499,198
+27,003
| +2% | +$1.39M | 0.06% | 341 |
|
|
2017
Q4 | $82.9M | Buy |
1,472,195
+51,326
| +4% | +$2.89M | 0.07% | 310 |
|
|
2017
Q3 | $78.8M | Sell |
1,420,869
-76,809
| -5% | -$4.26M | 0.07% | 294 |
|
|
2017
Q2 | $78.7M | Sell |
1,497,678
-135,268
| -8% | -$7.11M | 0.08% | 288 |
|
|
2017
Q1 | $78.5M | Buy |
1,632,946
+205,558
| +14% | +$9.88M | 0.08% | 276 |
|
|
2016
Q4 | $68M | Sell |
1,427,388
-87,651
| -6% | -$4.18M | 0.08% | 282 |
|
|
2016
Q3 | $64.9M | Sell |
1,515,039
-81,027
| -5% | -$3.47M | 0.07% | 304 |
|
|
2016
Q2 | $70.8M | Sell |
1,596,066
-9,049
| -0.6% | -$402K | 0.08% | 271 |
|
|
2016
Q1 | $74M | Sell |
1,605,115
-727
| -0% | -$33.5K | 0.09% | 256 |
|
|
2015
Q4 | $69.8M | Sell |
1,605,842
-157,387
| -9% | -$6.84M | 0.08% | 269 |
|
|
2015
Q3 | $80.7M | Sell |
1,763,229
-285,924
| -14% | -$13.1M | 0.09% | 256 |
|
|
2015
Q2 | $85.2M | Buy |
2,049,153
+220,150
| +12% | +$9.15M | 0.08% | 267 |
|
|
2015
Q1 | $76.5M | Buy |
1,829,003
+222,922
| +14% | +$9.32M | 0.07% | 291 |
|
|
2014
Q4 | $67M | Sell |
1,606,081
-5,982
| -0.4% | -$249K | 0.06% | 325 |
|
|
2014
Q3 | $60M | Buy |
1,612,063
+48,314
| +3% | +$1.8M | 0.06% | 345 |
|
|
2014
Q2 | $56M | Buy |
1,563,749
+44,222
| +3% | +$1.58M | 0.06% | 360 |
|
|
2014
Q1 | $53.6M | Buy |
1,519,527
+78,265
| +5% | +$2.76M | 0.06% | 355 |
|
|
2013
Q4 | $52.2M | Buy |
1,441,262
+45,868
| +3% | +$1.66M | 0.06% | 340 |
|
|
2013
Q3 | $43.4M | Sell |
1,395,394
-6,676
| -0.5% | -$208K | 0.05% | 358 |
|
|
2013
Q2 | $43.4M | Buy |
+1,402,070
| New | +$43.4M | 0.06% | 347 |
|