Hartford Financial Management – GuruFocus.com

Hartford Financial Management Inc. recently filed its 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details the stocks that were in a guru’s stock portfolio at the end of the quarter, although investors should note that these filings are limited in scope, containing only an overview of long stock positions. listed in the United States and American certificates of deposit at the end of the quarter. They are not required to include international holdings, short positions or other types of investments. Yet even this limited repository can provide valuable information.

1 CONSTITUTION PLAZA FLOOR 9 HARTFORD, CT 06103-1816

According to the latest 13F report, the guru’s stock portfolio contained 386 stocks valued at a total of $361.00 million. The top holdings were MSFT (3.79%), AAPL (2.49%) and CSX (2.30%).

According to data from GuruFocus, these were Hartford Financial Management Inc.’s top five deals of the quarter.

JPMorgan Ultra-Short Municipal Income ETF

During the quarter, Hartford Financial Management Inc. purchased 110,082 shares of BATS:JMST for a total holding of 126,582. The transaction had a 1.55% impact on the equity portfolio. During the quarter, the stock traded at an average price of $50.47.

On 7/22/2022, the JPMorgan Ultra-Short Municipal Income ETF traded at a price of $50.62 per share and a market capitalization of $3.15 billion. The stock has returned -0.53% over the past year.

The data is insufficient to calculate the financial strength and profitability of the title.

PGIM Ultra-Short Bond ETF

Hartford Financial Management Inc. reduced its investment in ARCA:PULS by 61,496 shares. The transaction had an impact of 0.73% on the equity portfolio. During the quarter, the stock traded at an average price of $48.99.

On 7/22/2022, the PGIM Ultra Short Bond ETF was trading at a price of $49.015 per share and a market capitalization of $2.33 billion. The stock has returned -0.23% over the past year.

The data is insufficient to calculate the financial strength and profitability of the title.

JPMorgan Ultra-Short Income ETF

During the quarter, Hartford Financial Management Inc. purchased 40,703 shares of BATS:JPST for a total holding of 128,595. The transaction had a 0.57% impact on the equity portfolio. During the quarter, the stock traded at an average price of $50.08.

On 7/22/2022, JPMorgan Ultra-Short Income ETF traded at a price of $50.11 per share and a market capitalization of $20.11 billion. The stock has returned -0.44% over the past year.

The data is insufficient to calculate the financial strength and profitability of the title.

iShares National Muni Bond ETF

Hartford Financial Management Inc. reduced its investment in ARCA:MUB by 19,971 shares. The transaction had an impact of 0.53% on the equity portfolio. During the quarter, the stock traded at an average price of $106.41.

On 07/22/2022, iShares National Muni Bond ETF traded at a price of $107.47 per share and a market capitalization of $29.23 billion. The stock has returned -7.05% over the past year.

The data is insufficient to calculate the financial strength and profitability of the title.

JPMorgan Municipal ETF

The guru established a new position worth 21,423 shares in BATS:JMUB, giving the stock a 0.3% weighting in the equity portfolio. The shares traded at an average price of $49.94 during the quarter.

On 7/22/2022, JPMorgan Municipal ETF traded at a price of $50.53 per share and a market capitalization of $192.01 million. The stock has returned -7.39% over the past year.

The data is insufficient to calculate the financial strength and profitability of the title.

Please note that figures and facts quoted are at the time of writing this article and may not reflect the latest business data or company announcements.

You want to give your opinion on this article ? Do you have questions or concerns? Contact us here or email us at [email protected]!

This article is general in nature and does not represent the views of GuruFocus or any of its affiliates. This article is not intended to be financial advice, nor does it constitute investment advice or recommendation. It has been written without taking into account your personal situation or financial objectives. Our goal is to bring you data-driven fundamental analysis. The information on this site is in no way guaranteed to be complete, accurate or in any other way.

Geraldine L. Melton