ZIG
HIG icon

Zullo Investment Group’s Hartford Financial Services HIG Stock Holding History

Zullo Investment 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
2023
Q1 		– Sell
-108
Closed -$8.19K – 386
2022
Q4 		$8.19K Hold
108
– – 0.01% 521
2022
Q3 		$7K Hold
108
– – ﹤0.01% 539
2022
Q2 		$7K Hold
108
– – ﹤0.01% 555
2022
Q1 		$8K Sell
108
-23
-18% -$1.62K ﹤0.01% 568
2021
Q4 		$9K Buy
+131
New +$9.24K ﹤0.01% 544

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Zullo Investment Group's HIG Position: Q1 2023 in Review

Zullo Investment Group sold out of Hartford Financial Services (HIG) in Q1 2023, closing a stake of 108 shares — an estimated $8.19K sold.

Zullo Investment Group first reported a position in HIG in Q4 2021 and held it in 5 quarters. The position peaked at $9K in Q4 2021. 774 funds tracked by Wall St. Rank hold HIG as of Q1 2023.

  • Zullo Investment Group reported no remaining Hartford Financial Services position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 108 Hartford Financial Services shares in Q1 2023, an estimated $8.19K.
  • Zullo Investment Group first reported a position in Hartford Financial Services in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Hartford Financial Services position peaked at $9K in Q4 2021.
  • 774 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.