WCM
HIG icon

Wunderlich Capital Managemnt’s Hartford Financial Services HIG Stock Holding History

Wunderlich Capital Managemnt’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
2021
Q1 		– Sell
-33,678
Closed -$1.65M – 81
2020
Q4 		$1.65M Sell
33,678
-392
-1% -$16.9K 0.91% 57
2020
Q3 		$1.26M Buy
34,070
+384
+1% +$15.3K 0.78% 61
2020
Q2 		$1.3M Buy
33,686
+127
+0.4% +$4.84K 0.91% 55
2020
Q1 		$1.18M Sell
33,559
-761
-2% -$39.6K 0.97% 49
2019
Q4 		$2.09M Sell
34,320
-361
-1% -$21.7K 1.31% 33
2019
Q3 		$2.1M Sell
34,681
-404
-1% -$23.6K 1.44% 25
2019
Q2 		$1.96M Buy
35,085
+694
+2% +$36.6K 1.3% 33
2019
Q1 		$1.71M Buy
34,391
+695
+2% +$33K 1.19% 41
2018
Q4 		$1.5M Buy
33,696
+310
+0.9% +$13.9K 1.15% 40
2018
Q3 		$1.67M Sell
33,386
-1,096
-3% -$56.3K 1.18% 44
2018
Q2 		$1.76M Buy
34,482
+434
+1% +$22.7K 1.22% 32
2018
Q1 		$1.75M Sell
34,048
-134
-0.4% -$7.33K 1.2% 30
2017
Q4 		$1.92M Buy
34,182
+188
+0.6% +$10.5K 1.33% 23
2017
Q3 		$1.88M Sell
33,994
-167
-0.5% -$9.08K 1.41% 20
2017
Q2 		$1.8M Sell
34,161
-698
-2% -$34.6K 1.34% 17
2017
Q1 		$1.68M Buy
34,859
+541
+2% +$26.2K 1.31% 23
2016
Q4 		$1.64M Sell
34,318
-660
-2% -$30.3K 1.33% 27
2016
Q3 		$1.5M Buy
34,978
+1,035
+3% +$43.3K 1.19% 36
2016
Q2 		$1.51M Buy
33,943
+193
+0.6% +$8.62K 1.27% 26
2016
Q1 		$1.55M Buy
33,750
+574
+2% +$24.1K 1.33% 21
2015
Q4 		$1.44M Buy
33,176
+651
+2% +$29.8K 1.24% 31
2015
Q3 		$1.49M Sell
32,525
-383
-1% -$17.7K 1.38% 16
2015
Q2 		$1.37M Sell
32,908
-206
-0.6% -$8.6K 1.32% 26
2015
Q1 		$1.38M Sell
33,114
-338
-1% -$13.9K 1.25% 26
2014
Q4 		$1.39M Buy
33,452
+1,010
+3% +$40K 1.18% 33
2014
Q3 		$1.2M Buy
32,442
+324
+1% +$11.7K 1.08% 47
2014
Q2 		$1.15M Buy
32,118
+550
+2% +$19.4K 1.05% 60
2014
Q1 		$1.11M Buy
+31,568
New +$1.1M 1.05% 59

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wunderlich Capital Managemnt's HIG Position: Q1 2021 in Review

Wunderlich Capital Managemnt sold out of Hartford Financial Services (HIG) in Q1 2021, closing a stake of 33,678 shares — an estimated $1.65M sold.

Wunderlich Capital Managemnt first reported a position in HIG in Q1 2014 and held it in 28 quarters. The position peaked at $2.1M in Q3 2019. 706 funds tracked by Wall St. Rank hold HIG as of Q1 2021.

  • Wunderlich Capital Managemnt reported no remaining Hartford Financial Services position as of Q1 2021 after selling out during the quarter.
  • Wunderlich Capital Managemnt sold 33,678 Hartford Financial Services shares in Q1 2021, an estimated $1.65M.
  • Wunderlich Capital Managemnt first reported a position in Hartford Financial Services in Q1 2014 and held it in 28 quarters.
  • Wunderlich Capital Managemnt's Hartford Financial Services position peaked at $2.1M in Q3 2019.
  • 706 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2021.

Based on Wunderlich Capital Managemnt's 13F filing for Q1 2021, filed 17 May 2021.