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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return