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WealthStone’s Hartford Financial Services HIG Stock Holding History

WealthStone’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
2020
Q3 		– Sell
-5,334
Closed -$206K – 221
2020
Q2 		$206K Buy
+5,334
New +$203K 0.1% 157
2019
Q3 		– Sell
-11
Closed -$612 – 289
2019
Q2 		$612 Hold
11
– – ﹤0.01% 790
2019
Q1 		$1K Buy
+11
New +$522 0.04% 57

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthStone's HIG Position: Q3 2020 in Review

WealthStone sold out of Hartford Financial Services (HIG) in Q3 2020, closing a stake of 5,334 shares — an estimated $206K sold.

WealthStone first reported a position in HIG in Q1 2019 and held it in 3 quarters. The position peaked at $206K in Q2 2020. 596 funds tracked by Wall St. Rank hold HIG as of Q3 2020.

  • WealthStone reported no remaining Hartford Financial Services position as of Q3 2020 after selling out during the quarter.
  • WealthStone sold 5,334 Hartford Financial Services shares in Q3 2020, an estimated $206K.
  • WealthStone first reported a position in Hartford Financial Services in Q1 2019 and held it in 3 quarters.
  • WealthStone's Hartford Financial Services position peaked at $206K in Q2 2020.
  • 596 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2020.

Based on WealthStone's 13F filing for Q3 2020, filed 9 Nov 2020.