Sutton Wealth Advisors’s RLI Corp RLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-16	Closed	-$1.05K	–	1402
2022 Q4	$1.05K	Sell	16 -2	-11%	-$124	﹤0.01%	1308
2022 Q3	$921	Buy	18 +10	+125%	+$559	﹤0.01%	1317
2022 Q2	$466	Hold	8	–	–	﹤0.01%	1475
2022 Q1	$443	Hold	8	–	–	﹤0.01%	1500
2021 Q4	$448	Buy	+8	New	+$433	﹤0.01%	1548
2019 Q4	–	Sell	-1,154	Closed	-$53.6K	–	1192
2019 Q3	$53.6K	Hold	1,154	–	–	0.03%	284
2019 Q2	$49.5K	Hold	1,154	–	–	0.03%	308
2019 Q1	$41.4K	Hold	1,154	–	–	0.02%	347
2018 Q4	$39.8K	Hold	1,154	–	–	0.03%	321
2018 Q3	$45.3K	Hold	1,154	–	–	0.03%	310
2018 Q2	$38.2K	Hold	1,154	–	–	0.03%	360
2018 Q1	$36.6K	Hold	1,154	–	–	0.03%	361
2017 Q4	$35K	Buy	1,154 +732	+173%	+$21.5K	0.03%	371
2017 Q3	$12.1K	Sell	422 -676	-62%	-$18.6K	0.01%	717
2017 Q2	$30K	Hold	1,098	–	–	0.02%	399
2017 Q1	$33K	Hold	1,098	–	–	0.03%	355
2016 Q4	$34.7K	Hold	1,098	–	–	0.03%	339
2016 Q3	$37.5K	Hold	1,098	–	–	0.03%	306
2016 Q2	$37.8K	Hold	1,098	–	–	0.04%	289
2016 Q1	$36.7K	Buy	+1,098	New	+$34.5K	0.03%	297

Other funds holding RLI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of RLI Corp (RLI) in Q1 2023, closing a stake of 16 shares — an estimated $1.05K sold.

Sutton Wealth Advisors first reported a position in RLI in Q1 2016 and held it in 20 quarters. The position peaked at $53.6K in Q3 2019. 317 funds tracked by Wall St. Rank hold RLI as of Q1 2023.

Sutton Wealth Advisors reported no remaining RLI Corp position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 16 RLI Corp shares in Q1 2023, an estimated $1.05K.
Sutton Wealth Advisors first reported a position in RLI Corp in Q1 2016 and held it in 20 quarters.
Sutton Wealth Advisors's RLI Corp position peaked at $53.6K in Q3 2019.
317 funds tracked by Wall St. Rank held RLI Corp as of Q1 2023.

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