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Sutton Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

Sutton Wealth 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
2023
Q3 		$39.4K Buy
556
+49
+10% +$3.56K 0.02% 260
2023
Q2 		$36.5K Hold
507
– – 0.02% 269
2023
Q1 		$35.3K Hold
507
– – 0.02% 240
2022
Q4 		$38.4K Hold
507
– – 0.01% 467
2022
Q3 		$31.4K Sell
507
-30
-6% -$1.95K 0.01% 510
2022
Q2 		$35.1K Buy
537
+30
+6% +$2.1K 0.01% 481
2022
Q1 		$36.4K Hold
507
– – 0.01% 506
2021
Q4 		$35K Sell
507
-3
-0.6% -$212 0.01% 524
2021
Q3 		$35.8K Buy
510
+3
+0.6% +$198 0.01% 502
2021
Q2 		$31.4K Sell
507
-15
-3% -$983 0.01% 556
2021
Q1 		$34.9K Buy
522
+6
+1% +$324 0.01% 500
2020
Q4 		$25.3K Buy
516
+7
+1% +$302 0.01% 546
2020
Q3 		$18.8K Buy
509
+14
+3% +$558 0.01% 565
2020
Q2 		$19.1K Buy
495
+34
+7% +$1.3K 0.01% 546
2020
Q1 		$16.2K Buy
461
+2
+0.4% +$104 0.01% 530
2019
Q4 		$27.9K Hold
459
– – 0.01% 483
2019
Q3 		$27.8K Buy
459
+3
+0.7% +$176 0.02% 474
2019
Q2 		$25.4K Buy
456
+3
+0.7% +$158 0.01% 499
2019
Q1 		$22.5K Buy
453
+29
+7% +$1.38K 0.01% 534
2018
Q4 		$18.8K Hold
424
– – 0.01% 542
2018
Q3 		$21.2K Hold
424
– – 0.01% 565
2018
Q2 		$21.7K Hold
424
– – 0.02% 561
2018
Q1 		$21.8K Hold
424
– – 0.02% 538
2017
Q4 		$23.9K Hold
424
– – 0.02% 494
2017
Q3 		$23.5K Hold
424
– – 0.02% 492
2017
Q2 		$22.3K Hold
424
– – 0.02% 481
2017
Q1 		$20.4K Hold
424
– – 0.02% 513
2016
Q4 		$20.2K Hold
424
– – 0.02% 491
2016
Q3 		$18.2K Hold
424
– – 0.02% 486
2016
Q2 		$18.8K Hold
424
– – 0.02% 460
2016
Q1 		$19.5K Buy
+424
New +$17.8K 0.02% 445

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Sutton Wealth Advisors's HIG Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Hartford Financial Services (HIG) stake by 9.7% in Q3 2023, buying an estimated $3.56K and bringing the position to 556 shares worth $39.4K. The position accounts for 0.02% of the portfolio, ranked #260.

Sutton Wealth Advisors first reported a position in HIG in Q1 2016 and has held it in 31 quarters since. 774 funds tracked by Wall St. Rank hold HIG as of Q3 2023.

  • Sutton Wealth Advisors held 556 shares of Hartford Financial Services worth $39.4K as of Q3 2023.
  • Sutton Wealth Advisors bought 49 Hartford Financial Services shares in Q3 2023, an estimated $3.56K.
  • Hartford Financial Services made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #260 holding.
  • Sutton Wealth Advisors first reported a position in Hartford Financial Services in Q1 2016 and has held it in 31 quarters since.
  • 774 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.