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Sutton Wealth Advisors’s Essent Group ESNT Stock Holding History

Sutton Wealth Advisors’s Portfolio ESNT Stock Details ESNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-25
Closed -$972 – 1044
2022
Q4 		$972 Hold
25
– – ﹤0.01% 1335
2022
Q3 		$872 Buy
25
+4
+19% +$160 ﹤0.01% 1330
2022
Q2 		$817 Hold
21
– – ﹤0.01% 1341
2022
Q1 		$865 Buy
21
+10
+91% +$445 ﹤0.01% 1381
2021
Q4 		$501 Buy
+11
New +$504 ﹤0.01% 1524

Other funds holding ESNT

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Essent Group (ESNT) in Q1 2023, closing a stake of 25 shares — an estimated $972 sold.

Sutton Wealth Advisors first reported a position in ESNT in Q4 2021 and held it in 5 quarters. The position peaked at $972 in Q4 2022. 243 funds tracked by Wall St. Rank hold ESNT as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Essent Group position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 25 Essent Group shares in Q1 2023, an estimated $972.
  • Sutton Wealth Advisors first reported a position in Essent Group in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's Essent Group position peaked at $972 in Q4 2022.
  • 243 funds tracked by Wall St. Rank held Essent Group as of Q1 2023.

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