Sutton Wealth Advisors’s Employers Holdings EIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-412	Closed	-$17.8K	–	1029
2022 Q4	$17.8K	Hold	412	–	–	0.01%	739
2022 Q3	$14.2K	Sell	412 -9	-2%	-$353	0.01%	776
2022 Q2	$17.6K	Hold	421	–	–	0.01%	719
2022 Q1	$17.3K	Hold	421	–	–	0.01%	758
2021 Q4	$17.4K	Buy	421 +9	+2%	+$362	0.01%	754
2021 Q3	$16.3K	Hold	412	–	–	0.01%	761
2021 Q2	$17.6K	Hold	412	–	–	0.01%	741
2021 Q1	$17.7K	Hold	412	–	–	0.01%	708
2020 Q4	$13.3K	Hold	412	–	–	0.01%	732
2020 Q3	$12.5K	Sell	412 -102	-20%	-$3.23K	0.01%	679
2020 Q2	$15.5K	Sell	514 -114	-18%	-$3.51K	0.01%	605
2020 Q1	$25.4K	Buy	628 +216	+52%	+$8.84K	0.02%	414
2019 Q4	$17.2K	Hold	412	–	–	0.01%	663
2019 Q3	$18K	Hold	412	–	–	0.01%	617
2019 Q2	$17.4K	Hold	412	–	–	0.01%	625
2019 Q1	$16.5K	Hold	412	–	–	0.01%	642
2018 Q4	$17.3K	Hold	412	–	–	0.01%	571
2018 Q3	$18.7K	Hold	412	–	–	0.01%	613
2018 Q2	$16.6K	Hold	412	–	–	0.01%	664
2018 Q1	$16.7K	Hold	412	–	–	0.01%	641
2017 Q4	$18.3K	Hold	412	–	–	0.01%	584
2017 Q3	$18.7K	Hold	412	–	–	0.01%	571
2017 Q2	$17.4K	Hold	412	–	–	0.01%	585
2017 Q1	$15.6K	Hold	412	–	–	0.01%	595
2016 Q4	$16.3K	Hold	412	–	–	0.01%	558
2016 Q3	$12.3K	Hold	412	–	–	0.01%	609
2016 Q2	$12K	Hold	412	–	–	0.01%	581
2016 Q1	$11.6K	Buy	+412	New	+$10.8K	0.01%	573

Other funds holding EIG

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Employers Holdings (EIG) in Q1 2023, closing a stake of 412 shares — an estimated $17.8K sold.

Sutton Wealth Advisors first reported a position in EIG in Q1 2016 and held it in 28 quarters. The position peaked at $25.4K in Q1 2020. 173 funds tracked by Wall St. Rank hold EIG as of Q1 2023.

Sutton Wealth Advisors reported no remaining Employers Holdings position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 412 Employers Holdings shares in Q1 2023, an estimated $17.8K.
Sutton Wealth Advisors first reported a position in Employers Holdings in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's Employers Holdings position peaked at $25.4K in Q1 2020.
173 funds tracked by Wall St. Rank held Employers Holdings as of Q1 2023.

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