Sutton Wealth Advisors’s Douglas Emmett DEI Stock Holding History

Sutton Wealth Advisors’s Portfolio DEI Stock Details DEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-20	Closed	-$314	–	1006
2022 Q4	$314	Buy	+20	New	+$333	﹤0.01%	1559
2022 Q3	–	Sell	-71	Closed	-$1.51K	–	1660
2022 Q2	$1.59K	Buy	71 +16	+29%	+$446	﹤0.01%	1210
2022 Q1	$1.84K	Hold	55	–	–	﹤0.01%	1217
2021 Q4	$1.84K	Buy	55 +22	+67%	+$744	﹤0.01%	1214
2021 Q3	$1.04K	Hold	33	–	–	﹤0.01%	1243
2021 Q2	$1.11K	Hold	33	–	–	﹤0.01%	1220
2021 Q1	$1.04K	Hold	33	–	–	﹤0.01%	1200
2020 Q4	$963	Sell	33 -99	-75%	-$2.81K	﹤0.01%	1183
2020 Q3	$3.31K	Hold	132	–	–	﹤0.01%	1011
2020 Q2	$4.05K	Buy	132 +36	+38%	+$1.08K	﹤0.01%	963
2020 Q1	$2.93K	Buy	96 +25	+35%	+$973	﹤0.01%	975
2019 Q4	$3.12K	Hold	71	–	–	﹤0.01%	1005
2019 Q3	$3.04K	Hold	71	–	–	﹤0.01%	1013
2019 Q2	$2.83K	Buy	71 +17	+31%	+$696	﹤0.01%	1011
2019 Q1	$2.18K	Buy	54 +31	+135%	+$1.18K	﹤0.01%	1034
2018 Q4	$785	Hold	23	–	–	﹤0.01%	1057
2018 Q3	$868	Hold	23	–	–	﹤0.01%	1049
2018 Q2	$924	Hold	23	–	–	﹤0.01%	1061
2018 Q1	$845	Hold	23	–	–	﹤0.01%	1063
2017 Q4	$944	Hold	23	–	–	﹤0.01%	1013
2017 Q3	$907	Hold	23	–	–	﹤0.01%	1005
2017 Q2	$879	Hold	23	–	–	﹤0.01%	1003
2017 Q1	$883	Hold	23	–	–	﹤0.01%	982
2016 Q4	$841	Hold	23	–	–	﹤0.01%	976
2016 Q3	$842	Hold	23	–	–	﹤0.01%	968
2016 Q2	$817	Hold	23	–	–	﹤0.01%	932
2016 Q1	$693	Buy	+23	New	+$652	﹤0.01%	939

Other funds holding DEI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Sutton Wealth Advisors's DEI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Douglas Emmett (DEI) in Q1 2023, closing a stake of 20 shares — an estimated $314 sold.

Sutton Wealth Advisors first reported a position in DEI in Q1 2016 and held it in 27 quarters. The position peaked at $4.05K in Q2 2020. 259 funds tracked by Wall St. Rank hold DEI as of Q1 2023.

Sutton Wealth Advisors reported no remaining Douglas Emmett position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 20 Douglas Emmett shares in Q1 2023, an estimated $314.
Sutton Wealth Advisors first reported a position in Douglas Emmett in Q1 2016 and held it in 27 quarters.
Sutton Wealth Advisors's Douglas Emmett position peaked at $4.05K in Q2 2020.
259 funds tracked by Wall St. Rank held Douglas Emmett as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.