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Wakefield Asset Management’s Hartford Financial Services HIG Stock Holding History

Wakefield Asset Management’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
Q1 		– Sell
-5,122
Closed -$388K – 182
2022
Q4 		$388K Sell
5,122
-6
-0.1% -$432 0.16% 132
2022
Q3 		$318K Buy
+5,128
New +$334K 0.15% 136

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wakefield Asset Management's HIG Position: Q1 2023 in Review

Wakefield Asset Management sold out of Hartford Financial Services (HIG) in Q1 2023, closing a stake of 5,122 shares — an estimated $388K sold.

Wakefield Asset Management first reported a position in HIG in Q3 2022 and held it in 2 quarters. The position peaked at $388K in Q4 2022. 774 funds tracked by Wall St. Rank hold HIG as of Q1 2023.

  • Wakefield Asset Management reported no remaining Hartford Financial Services position as of Q1 2023 after selling out during the quarter.
  • Wakefield Asset Management sold 5,122 Hartford Financial Services shares in Q1 2023, an estimated $388K.
  • Wakefield Asset Management first reported a position in Hartford Financial Services in Q3 2022 and held it in 2 quarters.
  • Wakefield Asset Management's Hartford Financial Services position peaked at $388K in Q4 2022.
  • 774 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2023.

Based on Wakefield Asset Management's 13F filing for Q1 2023, filed 2 May 2023.