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Westwood Holdings Group’s Hartford Financial Services HIG Stock Holding History

Westwood Holdings Group’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
Q3 		– Sell
-1,136,873
Closed -$58.1M – 422
2018
Q2 		$58.1M Buy
1,136,873
+75,430
+7% +$3.95M 0.49% 62
2018
Q1 		$54.7M Sell
1,061,443
-21,871
-2% -$1.2M 0.44% 77
2017
Q4 		$61M Buy
1,083,314
+87,949
+9% +$4.91M 0.46% 73
2017
Q3 		$55.2M Sell
995,365
-381,146
-28% -$20.7M 0.44% 79
2017
Q2 		$72.4M Sell
1,376,511
-114,264
-8% -$5.66M 0.59% 59
2017
Q1 		$71.7M Sell
1,490,775
-307
-0% -$14.9K 0.58% 60
2016
Q4 		$71M Sell
1,491,082
-363,915
-20% -$16.7M 0.58% 59
2016
Q3 		$79.4M Sell
1,854,997
-896,516
-33% -$37.5M 0.67% 48
2016
Q2 		$122M Sell
2,751,513
-1,812,230
-40% -$80.9M 1.08% 20
2016
Q1 		$210M Sell
4,563,743
-116,502
-2% -$4.9M 1.82% 5
2015
Q4 		$203M Sell
4,680,245
-70,502
-1% -$3.23M 1.77% 4
2015
Q3 		$217M Sell
4,750,747
-637,276
-12% -$29.4M 1.88% 4
2015
Q2 		$224M Buy
5,388,023
+395,714
+8% +$16.5M 1.68% 5
2015
Q1 		$209M Buy
4,992,309
+743,444
+17% +$30.5M 1.59% 8
2014
Q4 		$177M Sell
4,248,865
-247,033
-5% -$9.77M 1.37% 10
2014
Q3 		$167M Sell
4,495,898
-311,282
-6% -$11.3M 1.32% 13
2014
Q2 		$172M Buy
4,807,180
+95,552
+2% +$3.36M 1.27% 14
2014
Q1 		$166M Sell
4,711,628
-184,688
-4% -$6.42M 1.28% 14
2013
Q4 		$177M Sell
4,896,316
-81,066
-2% -$2.79M 1.36% 11
2013
Q3 		$155M Buy
4,977,382
+19,320
+0.4% +$603K 1.31% 9
2013
Q2 		$153M Buy
+4,958,062
New +$143M 1.34% 8

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
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
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

Westwood Holdings Group's HIG Position: Q3 2018 in Review

Westwood Holdings Group sold out of Hartford Financial Services (HIG) in Q3 2018, closing a stake of 1,136,873 shares — an estimated $58.1M sold.

Westwood Holdings Group first reported a position in HIG in Q2 2013 and held it in 21 quarters. The position peaked at $224M in Q2 2015. 644 funds tracked by Wall St. Rank hold HIG as of Q3 2018.

  • Westwood Holdings Group reported no remaining Hartford Financial Services position as of Q3 2018 after selling out during the quarter.
  • Westwood Holdings Group sold 1,136,873 Hartford Financial Services shares in Q3 2018, an estimated $58.1M.
  • Westwood Holdings Group first reported a position in Hartford Financial Services in Q2 2013 and held it in 21 quarters.
  • Westwood Holdings Group's Hartford Financial Services position peaked at $224M in Q2 2015.
  • 644 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2018.

Based on Westwood Holdings Group's 13F filing for Q3 2018, filed 14 Nov 2018.