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Zeke Capital Advisors’s Hartford Financial Services HIG Stock Holding History

Zeke Capital Advisors’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
-7,514
Closed -$368K – 318
2020
Q4 		$368K Sell
7,514
-2,211
-23% -$95.4K 0.03% 160
2020
Q3 		$358K Hold
9,725
– – 0.04% 136
2020
Q2 		$375K Buy
9,725
+3,896
+67% +$148K 0.07% 123
2020
Q1 		$205K Sell
5,829
-4,095
-41% -$213K 0.06% 190
2019
Q4 		$603K Sell
9,924
-372
-4% -$22.3K 0.05% 338
2019
Q3 		$624K Sell
10,296
-347
-3% -$20.3K 0.06% 310
2019
Q2 		$593K Hold
10,643
– – 0.06% 314
2019
Q1 		$529K Hold
10,643
– – 0.05% 342
2018
Q4 		$473K Buy
10,643
+1,572
+17% +$70.7K 0.05% 334
2018
Q3 		$453K Buy
9,071
+24
+0.3% +$1.23K 0.04% 426
2018
Q2 		$463K Sell
9,047
-306
-3% -$16K 0.04% 314
2018
Q1 		$482K Buy
9,353
+5,315
+132% +$291K 0.04% 337
2017
Q4 		$227K Sell
4,038
-4,756
-54% -$265K 0.02% 469
2017
Q3 		$487K Buy
8,794
+4,756
+118% +$259K 0.07% 227
2017
Q2 		$212K Sell
4,038
-4,042
-50% -$200K 0.04% 273
2017
Q1 		$388K Buy
8,080
+2,576
+47% +$125K 0.08% 157
2016
Q4 		$262K Buy
+5,504
New +$252K 0.07% 150

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

Zeke Capital Advisors's HIG Position: Q1 2021 in Review

Zeke Capital Advisors sold out of Hartford Financial Services (HIG) in Q1 2021, closing a stake of 7,514 shares — an estimated $368K sold.

Zeke Capital Advisors first reported a position in HIG in Q4 2016 and held it in 17 quarters. The position peaked at $624K in Q3 2019. 706 funds tracked by Wall St. Rank hold HIG as of Q1 2021.

  • Zeke Capital Advisors reported no remaining Hartford Financial Services position as of Q1 2021 after selling out during the quarter.
  • Zeke Capital Advisors sold 7,514 Hartford Financial Services shares in Q1 2021, an estimated $368K.
  • Zeke Capital Advisors first reported a position in Hartford Financial Services in Q4 2016 and held it in 17 quarters.
  • Zeke Capital Advisors's Hartford Financial Services position peaked at $624K in Q3 2019.
  • 706 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2021.

Based on Zeke Capital Advisors's 13F filing for Q1 2021, filed 21 Apr 2021.