Sutton Wealth Advisors’s Henry Schein HSIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$2.9K	Buy	39 +15	+63%	+$1.16K	﹤0.01%	669
2023 Q2	$1.95K	Hold	24	–	–	﹤0.01%	698
2023 Q1	$1.96K	Sell	24 -5	-17%	-$407	﹤0.01%	650
2022 Q4	$2.32K	Hold	29	–	–	﹤0.01%	1194
2022 Q3	$1.91K	Buy	29 +5	+21%	+$371	﹤0.01%	1194
2022 Q2	$1.84K	Hold	24	–	–	﹤0.01%	1193
2022 Q1	$2.09K	Hold	24	–	–	﹤0.01%	1196
2021 Q4	$1.86K	Hold	24	–	–	﹤0.01%	1213
2021 Q3	$1.83K	Hold	24	–	–	﹤0.01%	1180
2021 Q2	$1.78K	Hold	24	–	–	﹤0.01%	1175
2021 Q1	$1.66K	Hold	24	–	–	﹤0.01%	1160
2020 Q4	$1.6K	Hold	24	–	–	﹤0.01%	1137
2020 Q3	$1.41K	Hold	24	–	–	﹤0.01%	1108
2020 Q2	$1.4K	Sell	24 -13	-35%	-$726	﹤0.01%	1093
2020 Q1	$1.87K	Hold	37	–	–	﹤0.01%	1042
2019 Q4	$2.47K	Hold	37	–	–	﹤0.01%	1031
2019 Q3	$2.35K	Hold	37	–	–	﹤0.01%	1039
2019 Q2	$2.59K	Buy	37 +13	+54%	+$859	﹤0.01%	1023
2019 Q1	$1.44K	Buy	24 +14	+140%	+$845	﹤0.01%	1083
2018 Q4	$628	Hold	10	–	–	﹤0.01%	1075
2018 Q3	$680	Hold	10	–	–	﹤0.01%	1065
2018 Q2	$581	Hold	10	–	–	﹤0.01%	1087
2018 Q1	$538	Hold	10	–	–	﹤0.01%	1089
2017 Q4	$559	Hold	10	–	–	﹤0.01%	1039
2017 Q3	$656	Hold	10	–	–	﹤0.01%	1020
2017 Q2	$732	Hold	10	–	–	﹤0.01%	1015
2017 Q1	$680	Hold	10	–	–	﹤0.01%	1000
2016 Q4	$607	Hold	10	–	–	﹤0.01%	1001
2016 Q3	$652	Hold	10	–	–	﹤0.01%	988
2016 Q2	$707	Hold	10	–	–	﹤0.01%	945
2016 Q1	$691	Buy	+10	New	+$624	﹤0.01%	940

Other funds holding HSIC

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sutton Wealth Advisors increased its Henry Schein (HSIC) stake by 63% in Q3 2023, buying an estimated $1.16K and bringing the position to 39 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Sutton Wealth Advisors first reported a position in HSIC in Q1 2016 and has held it in 31 quarters since. 556 funds tracked by Wall St. Rank hold HSIC as of Q3 2023.

Sutton Wealth Advisors held 39 shares of Henry Schein worth $2.9K as of Q3 2023.
Sutton Wealth Advisors bought 15 Henry Schein shares in Q3 2023, an estimated $1.16K.
Henry Schein made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #669 holding.
Sutton Wealth Advisors first reported a position in Henry Schein in Q1 2016 and has held it in 31 quarters since.
556 funds tracked by Wall St. Rank held Henry Schein as of Q3 2023.

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