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UBS O'Connor’s Hartford Financial Services HIG Stock Holding History

UBS O'Connor’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
2018
Q1 		– Sell
-120,000
Closed -$6.75M – 333
2017
Q4 		$6.75M Buy
+120,000
New +$6.69M 0.12% 127
2017
Q1 		– Sell
-88,498
Closed -$4.22M – 444
2016
Q4 		$4.22M Sell
88,498
-26,670
-23% -$1.22M 0.08% 241
2016
Q3 		$4.93M Sell
115,168
-22,763
-17% -$953K 0.07% 216
2016
Q2 		$6.12M Buy
+137,931
New +$6.16M 0.13% 163
2015
Q3 		– Sell
-13,223
Closed -$550K – 602
2015
Q2 		$550K Buy
+13,223
New +$552K 0.01% 548

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

UBS O'Connor's HIG Position: Q1 2018 in Review

UBS O'Connor sold out of Hartford Financial Services (HIG) in Q1 2018, closing a stake of 120,000 shares — an estimated $6.75M sold.

UBS O'Connor first reported a position in HIG in Q2 2015 and held it in 5 quarters. The position peaked at $6.75M in Q4 2017. 642 funds tracked by Wall St. Rank hold HIG as of Q1 2018.

  • UBS O'Connor reported no remaining Hartford Financial Services position as of Q1 2018 after selling out during the quarter.
  • UBS O'Connor sold 120,000 Hartford Financial Services shares in Q1 2018, an estimated $6.75M.
  • UBS O'Connor first reported a position in Hartford Financial Services in Q2 2015 and held it in 5 quarters.
  • UBS O'Connor's Hartford Financial Services position peaked at $6.75M in Q4 2017.
  • 642 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2018.

Based on UBS O'Connor's 13F filing for Q1 2018, filed 14 May 2018.