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Unio Capital’s Hartford Financial Services HIG Stock Holding History

Unio 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
2022
Q2 		– Sell
-3,305
Closed -$237K – 58
2022
Q1 		$237K Hold
3,305
– – 0.1% 60
2021
Q4 		$228 Sell
3,305
-88
-3% -$6.21K ﹤0.01% 59
2021
Q3 		$238K Sell
3,393
-400
-11% -$26.4K 0.11% 55
2021
Q2 		$235K Sell
3,793
-1,245
-25% -$81.6K 0.1% 54
2021
Q1 		$336K Hold
5,038
– – 0.16% 46
2020
Q4 		$247K Buy
+5,038
New +$217K 0.12% 53

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Unio Capital's HIG Position: Q2 2022 in Review

Unio Capital sold out of Hartford Financial Services (HIG) in Q2 2022, closing a stake of 3,305 shares — an estimated $237K sold.

Unio Capital first reported a position in HIG in Q4 2020 and held it in 6 quarters. The position peaked at $336K in Q1 2021. 738 funds tracked by Wall St. Rank hold HIG as of Q2 2022.

  • Unio Capital reported no remaining Hartford Financial Services position as of Q2 2022 after selling out during the quarter.
  • Unio Capital sold 3,305 Hartford Financial Services shares in Q2 2022, an estimated $237K.
  • Unio Capital first reported a position in Hartford Financial Services in Q4 2020 and held it in 6 quarters.
  • Unio Capital's Hartford Financial Services position peaked at $336K in Q1 2021.
  • 738 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2022.

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