Sutton Wealth Advisors’s ICU Medical ICUI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3	Closed	-$452	–	1680
2022 Q3	$452	Buy	+3	New	+$499	﹤0.01%	1481
2022 Q2	–	Sell	-4	Closed	-$891	–	1672
2022 Q1	$891	Buy	4 +2	+100%	+$448	﹤0.01%	1374
2021 Q4	$475	Buy	+2	New	+$467	﹤0.01%	1539
2018 Q4	–	Sell	-43	Closed	-$12.2K	–	1157
2018 Q3	$12.2K	Hold	43	–	–	0.01%	749
2018 Q2	$12.6K	Sell	43 -50	-54%	-$13.7K	0.01%	767
2018 Q1	$23.5K	Sell	93 -112	-55%	-$26.3K	0.02%	509
2017 Q4	$44.3K	Buy	205 +51	+33%	+$10.3K	0.03%	305
2017 Q3	$28.6K	Hold	154	–	–	0.02%	416
2017 Q2	$26.6K	Hold	154	–	–	0.02%	436
2017 Q1	$23.5K	Hold	154	–	–	0.02%	458
2016 Q4	$22.7K	Hold	154	–	–	0.02%	454
2016 Q3	$19.5K	Hold	154	–	–	0.02%	464
2016 Q2	$17.4K	Buy	+154	New	+$16K	0.02%	484

Other funds holding ICUI

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Sutton Wealth Advisors's ICUI Position: Q4 2022 in Review

Sutton Wealth Advisors sold out of ICU Medical (ICUI) in Q4 2022, closing a stake of 3 shares — an estimated $452 sold.

Sutton Wealth Advisors first reported a position in ICUI in Q2 2016 and held it in 13 quarters. The position peaked at $44.3K in Q4 2017. 247 funds tracked by Wall St. Rank hold ICUI as of Q4 2022.

Sutton Wealth Advisors reported no remaining ICU Medical position as of Q4 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 3 ICU Medical shares in Q4 2022, an estimated $452.
Sutton Wealth Advisors first reported a position in ICU Medical in Q2 2016 and held it in 13 quarters.
Sutton Wealth Advisors's ICU Medical position peaked at $44.3K in Q4 2017.
247 funds tracked by Wall St. Rank held ICU Medical as of Q4 2022.

Based on Sutton Wealth Advisors's 13F filing for Q4 2022, filed 7 Nov 2023.