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Unique Wealth Strategies’s Hartford Financial Services HIG Stock Holding History

Unique Wealth Strategies’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
2024
Q3 		– Sell
-13
Closed -$1.34K – 407
2024
Q2 		$1.34K Buy
+13
New +$1.3K ﹤0.01% 522

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Unique Wealth Strategies's HIG Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Hartford Financial Services (HIG) in Q3 2024, closing a stake of 13 shares — an estimated $1.34K sold.

Unique Wealth Strategies first reported a position in HIG in Q2 2024 and held it in 1 quarter. The position peaked at $1.34K in Q2 2024. 1,008 funds tracked by Wall St. Rank hold HIG as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Hartford Financial Services position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 13 Hartford Financial Services shares in Q3 2024, an estimated $1.34K.
  • Unique Wealth Strategies first reported a position in Hartford Financial Services in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Hartford Financial Services position peaked at $1.34K in Q2 2024.
  • 1,008 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.