Sutton Wealth Advisors’s NMI Holdings NMIH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,759	Closed	-$36.8K	–	1295
2022 Q4	$36.8K	Hold	1,759	–	–	0.01%	479
2022 Q3	$35.8K	Hold	1,759	–	–	0.01%	467
2022 Q2	$29.3K	Buy	1,759 +210	+14%	+$3.82K	0.01%	538
2022 Q1	$31.9K	Buy	1,549 +198	+15%	+$4.62K	0.01%	553
2021 Q4	$29.5K	Buy	1,351 +21	+2%	+$466	0.01%	587
2021 Q3	$30.1K	Buy	1,330 +44	+3%	+$968	0.01%	558
2021 Q2	$28.9K	Hold	1,286	–	–	0.01%	586
2021 Q1	$30.4K	Hold	1,286	–	–	0.01%	545
2020 Q4	$29.1K	Hold	1,286	–	–	0.01%	503
2020 Q3	$22.9K	Buy	1,286 +341	+36%	+$5.57K	0.01%	504
2020 Q2	$15.2K	Buy	945 +52	+6%	+$740	0.01%	608
2020 Q1	$10.4K	Hold	893	–	–	0.01%	644
2019 Q4	$29.6K	Hold	893	–	–	0.02%	457
2019 Q3	$23.4K	Hold	893	–	–	0.01%	531
2019 Q2	$25.4K	Hold	893	–	–	0.01%	500
2019 Q1	$23.1K	Hold	893	–	–	0.01%	527
2018 Q4	$15.9K	Hold	893	–	–	0.01%	599
2018 Q3	$20.2K	Hold	893	–	–	0.01%	578
2018 Q2	$14.6K	Buy	893 +96	+12%	+$1.55K	0.01%	722
2018 Q1	$13.2K	Hold	797	–	–	0.01%	720
2017 Q4	$13.5K	Buy	+797	New	+$12.4K	0.01%	696

Other funds holding NMIH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Wellington Management Group

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