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Winslow Evans & Crocker’s Hartford Financial Services HIG Stock Holding History

Winslow Evans & Crocker’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
Q4 		$13K Buy
261
+111
+74% +$4.79K ﹤0.01% 894
2020
Q3 		$6K Hold
150
– – ﹤0.01% 842
2020
Q2 		$6K Hold
150
– – ﹤0.01% 846
2020
Q1 		$6K Hold
150
– – ﹤0.01% 812
2019
Q4 		$10K Hold
150
– – ﹤0.01% 824
2019
Q3 		$10K Hold
150
– – ﹤0.01% 809
2019
Q2 		$10K Hold
150
– – ﹤0.01% 822
2019
Q1 		$8K Hold
150
– – ﹤0.01% 864
2018
Q4 		$8K Hold
150
– – ﹤0.01% 811
2018
Q3 		$8K Hold
150
– – ﹤0.01% 836
2018
Q2 		$8K Hold
150
– – ﹤0.01% 844
2018
Q1 		$7.73K Hold
150
– – ﹤0.01% 838
2017
Q4 		$8.44K Sell
150
-200
-57% -$11.2K ﹤0.01% 840
2017
Q3 		$19.4K Sell
350
-303
-46% -$16.5K 0.01% 673
2017
Q2 		$34.3K Sell
653
-1
-0.2% -$50 0.01% 640
2017
Q1 		$31.4K Buy
654
+2
+0.3% +$97 0.01% 643
2016
Q4 		$31.1K Sell
652
-150
-19% -$6.88K 0.01% 645
2016
Q3 		$34.3K Sell
802
-194
-19% -$8.12K 0.01% 625
2016
Q2 		$44.2K Sell
996
-135
-12% -$6.03K 0.01% 542
2016
Q1 		$52.1K Sell
1,131
-263
-19% -$11.1K 0.02% 493
2015
Q4 		$60.5K Buy
1,394
+2
+0.1% +$92 0.02% 494
2015
Q3 		$63.7K Hold
1,392
– – 0.02% 472
2015
Q2 		$57.8K Buy
1,392
+502
+56% +$21K 0.02% 522
2015
Q1 		$37.2K Hold
890
– – 0.01% 602
2014
Q4 		$37.1K Sell
890
-270
-23% -$10.7K 0.01% 597
2014
Q3 		$43.2K Buy
1,160
+573
+98% +$20.7K 0.01% 585
2014
Q2 		$21K Buy
587
+401
+216% +$14.1K 0.01% 664
2014
Q1 		$6.57K Buy
186
+1
+0.5% +$35 ﹤0.01% 959
2013
Q4 		$7K Buy
+185
New +$6.37K ﹤0.01% 1027

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Winslow Evans & Crocker's HIG Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Hartford Financial Services (HIG) stake by 74% in Q4 2020, buying an estimated $4.79K and bringing the position to 261 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Winslow Evans & Crocker first reported a position in HIG in Q4 2013 and has held it in 29 quarters since. The position peaked at $63.7K in Q3 2015. 637 funds tracked by Wall St. Rank hold HIG as of Q4 2020.

  • Winslow Evans & Crocker held 261 shares of Hartford Financial Services worth $13K as of Q4 2020.
  • Winslow Evans & Crocker bought 111 Hartford Financial Services shares in Q4 2020, an estimated $4.79K.
  • Hartford Financial Services made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #894 holding.
  • Winslow Evans & Crocker first reported a position in Hartford Financial Services in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Hartford Financial Services position peaked at $63.7K in Q3 2015.
  • 637 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.