Concord Wealth Partners’s Employers Holdings EIG Stock Holding History

Concord Wealth Partners’s Portfolio EIG Stock Details EIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-20	Closed	-$863	–	1052
2022 Q4	$863	Buy	+20	New	+$823	﹤0.01%	1093
2022 Q3	–	Sell	-47	Closed	-$2K	–	428
2022 Q2	$2K	Hold	47	–	–	﹤0.01%	1011
2022 Q1	$2K	Hold	47	–	–	﹤0.01%	1086
2021 Q4	$2K	Buy	+47	New	+$1.89K	﹤0.01%	1118
2021 Q3	–	Sell	-47	Closed	-$2K	–	939
2021 Q2	$2K	Buy	+47	New	+$1.96K	﹤0.01%	881

Other funds holding EIG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Concord Wealth Partners's EIG Position: Q1 2023 in Review

Concord Wealth Partners sold out of Employers Holdings (EIG) in Q1 2023, closing a stake of 20 shares — an estimated $863 sold.

Concord Wealth Partners first reported a position in EIG in Q2 2021 and held it in 5 quarters. The position peaked at $2K in Q2 2022. 173 funds tracked by Wall St. Rank hold EIG as of Q1 2023.

Concord Wealth Partners reported no remaining Employers Holdings position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 20 Employers Holdings shares in Q1 2023, an estimated $863.
Concord Wealth Partners first reported a position in Employers Holdings in Q2 2021 and held it in 5 quarters.
Concord Wealth Partners's Employers Holdings position peaked at $2K in Q2 2022.
173 funds tracked by Wall St. Rank held Employers Holdings as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.