Sutton Wealth Advisors’s Selective Insurance SIGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-11	Closed	-$975	–	1443
2022 Q4	$975	Hold	11	–	–	﹤0.01%	1332
2022 Q3	$895	Hold	11	–	–	﹤0.01%	1322
2022 Q2	$956	Buy	11 +6	+120%	+$488	﹤0.01%	1295
2022 Q1	$447	Hold	5	–	–	﹤0.01%	1499
2021 Q4	$410	Buy	+5	New	+$396	﹤0.01%	1567
2019 Q3	–	Sell	-806	Closed	-$60.4K	–	1214
2019 Q2	$60.4K	Hold	806	–	–	0.03%	265
2019 Q1	$51K	Hold	806	–	–	0.03%	291
2018 Q4	$49.1K	Hold	806	–	–	0.03%	277
2018 Q3	$51.2K	Hold	806	–	–	0.03%	286
2018 Q2	$44.3K	Hold	806	–	–	0.03%	318
2018 Q1	$48.9K	Hold	806	–	–	0.04%	276
2017 Q4	$47.3K	Hold	806	–	–	0.03%	290
2017 Q3	$43.4K	Hold	806	–	–	0.03%	301
2017 Q2	$40.3K	Hold	806	–	–	0.03%	303
2017 Q1	$38K	Hold	806	–	–	0.03%	312
2016 Q4	$34.7K	Hold	806	–	–	0.03%	338
2016 Q3	$32.1K	Hold	806	–	–	0.03%	337
2016 Q2	$30.8K	Hold	806	–	–	0.03%	323
2016 Q1	$29.5K	Buy	+806	New	+$26.7K	0.03%	340

Other funds holding SIGI

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Selective Insurance (SIGI) in Q1 2023, closing a stake of 11 shares — an estimated $975 sold.

Sutton Wealth Advisors first reported a position in SIGI in Q1 2016 and held it in 19 quarters. The position peaked at $60.4K in Q2 2019. 276 funds tracked by Wall St. Rank hold SIGI as of Q1 2023.

Sutton Wealth Advisors reported no remaining Selective Insurance position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 11 Selective Insurance shares in Q1 2023, an estimated $975.
Sutton Wealth Advisors first reported a position in Selective Insurance in Q1 2016 and held it in 19 quarters.
Sutton Wealth Advisors's Selective Insurance position peaked at $60.4K in Q2 2019.
276 funds tracked by Wall St. Rank held Selective Insurance as of Q1 2023.

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