Sutton Wealth Advisors’s Somnigroup International SGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-24	Closed	-$824	–	1605
2022 Q4	$824	Hold	24	–	–	﹤0.01%	1381
2022 Q3	$579	Buy	24 +1	+4%	+$26	﹤0.01%	1443
2022 Q2	$492	Buy	+23	New	+$593	﹤0.01%	1459
2022 Q1	–	Sell	-21	Closed	-$988	–	1737
2021 Q4	$988	Buy	+21	New	+$952	﹤0.01%	1331
2017 Q1	–	Sell	-704	Closed	-$12K	–	1082
2016 Q4	$12K	Hold	704	–	–	0.01%	643
2016 Q3	$9.99K	Hold	704	–	–	0.01%	664
2016 Q2	$9.74K	Hold	704	–	–	0.01%	635
2016 Q1	$10.7K	Buy	+704	New	+$10.4K	0.01%	597

Other funds holding SGI

Fidelity Investments

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

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

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

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

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return