Capstone Investment Advisors
CHGG icon

Capstone Investment Advisors’s Chegg CHGG Stock Holding History

Capstone Investment Advisors’s Portfolio CHGG Stock Details CHGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-94,379
Closed -$842K – 2142
2023
Q3 		$842K Buy
+94,379
New +$920K ﹤0.01% 1051
2019
Q2 		– Sell
-58,000
Closed -$2.21M – 1391
2019
Q1 		$2.21M Buy
+58,000
New +$2.11M 0.02% 568
2017
Q3 		– Sell
-13,600
Closed -$167K – 563
2017
Q2 		$167K Buy
+13,600
New +$148K ﹤0.01% 576

Other funds holding CHGG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Capstone Investment Advisors's CHGG Position: Q4 2023 in Review

Capstone Investment Advisors sold out of Chegg (CHGG) in Q4 2023, closing a stake of 94,379 shares — an estimated $842K sold.

Capstone Investment Advisors first reported a position in CHGG in Q2 2017 and held it in 3 quarters. The position peaked at $2.21M in Q1 2019. 223 funds tracked by Wall St. Rank hold CHGG as of Q4 2023.

  • Capstone Investment Advisors reported no remaining Chegg position as of Q4 2023 after selling out during the quarter.
  • Capstone Investment Advisors sold 94,379 Chegg shares in Q4 2023, an estimated $842K.
  • Capstone Investment Advisors first reported a position in Chegg in Q2 2017 and held it in 3 quarters.
  • Capstone Investment Advisors's Chegg position peaked at $2.21M in Q1 2019.
  • 223 funds tracked by Wall St. Rank held Chegg as of Q4 2023.

Based on Capstone Investment Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.