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Sutton Wealth Advisors’s The Ensign Group ENSG Stock Holding History

Sutton Wealth Advisors’s Portfolio ENSG Stock Details ENSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-809
Closed -$76.5K – 1036
2022
Q4 		$76.5K Hold
809
– – 0.03% 294
2022
Q3 		$64.3K Buy
809
+6
+0.7% +$496 0.03% 327
2022
Q2 		$59K Sell
803
-11
-1% -$878 0.02% 342
2022
Q1 		$73.3K Buy
814
+102
+14% +$8.27K 0.03% 311
2021
Q4 		$59.8K Buy
712
+46
+7% +$3.58K 0.02% 368
2021
Q3 		$49.9K Hold
666
– – 0.02% 392
2021
Q2 		$57.7K Hold
666
– – 0.02% 370
2021
Q1 		$62.5K Hold
666
– – 0.02% 334
2020
Q4 		$48.6K Hold
666
– – 0.02% 357
2020
Q3 		$38K Hold
666
– – 0.02% 360
2020
Q2 		$27.9K Hold
666
– – 0.01% 442
2020
Q1 		$25K Sell
666
-3
-0.4% -$132 0.02% 420
2019
Q4 		$30.4K Sell
669
-43
-6% -$1.81K 0.02% 450
2019
Q3 		$31.6K Hold
712
– – 0.02% 435
2019
Q2 		$37.9K Hold
712
– – 0.02% 377
2019
Q1 		$34.1K Hold
712
– – 0.02% 397
2018
Q4 		$25.8K Hold
712
– – 0.02% 442
2018
Q3 		$25.3K Hold
712
– – 0.02% 505
2018
Q2 		$23.9K Hold
712
– – 0.02% 530
2018
Q1 		$17.5K Hold
712
– – 0.01% 622
2017
Q4 		$14.8K Hold
712
– – 0.01% 665
2017
Q3 		$15K Buy
+712
New +$14K 0.01% 639
2017
Q1 		– Sell
-635
Closed -$13.2K – 1067
2016
Q4 		$13.2K Buy
635
+416
+190% +$8.11K 0.01% 618
2016
Q3 		$4.13K Hold
219
– – ﹤0.01% 856
2016
Q2 		$4.31K Buy
219
+16
+8% +$320 ﹤0.01% 813
2016
Q1 		$4.3K Buy
+203
New +$4K ﹤0.01% 783

Other funds holding ENSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of The Ensign Group (ENSG) in Q1 2023, closing a stake of 809 shares — an estimated $76.5K sold.

Sutton Wealth Advisors first reported a position in ENSG in Q1 2016 and held it in 26 quarters. The position peaked at $76.5K in Q4 2022. 339 funds tracked by Wall St. Rank hold ENSG as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining The Ensign Group position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 809 The Ensign Group shares in Q1 2023, an estimated $76.5K.
  • Sutton Wealth Advisors first reported a position in The Ensign Group in Q1 2016 and held it in 26 quarters.
  • Sutton Wealth Advisors's The Ensign Group position peaked at $76.5K in Q4 2022.
  • 339 funds tracked by Wall St. Rank held The Ensign Group as of Q1 2023.

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