Creative Planning
CHGG icon

Creative Planning’s Chegg CHGG Stock Holding History

Creative Planning’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
2024
Q3 		– Sell
-41,711
Closed -$132K – 3214
2024
Q2 		$132K Buy
+41,711
New +$207K ﹤0.01% 2785
2024
Q1 		– Sell
-10,316
Closed -$117K – 2939
2023
Q4 		$117K Buy
+10,316
New +$97.9K ﹤0.01% 2551
2021
Q2 		– Sell
-3,974
Closed -$340K – 2161
2021
Q1 		$340K Buy
3,974
+265
+7% +$25.3K ﹤0.01% 1710
2020
Q4 		$335K Buy
3,709
+30
+0.8% +$2.38K ﹤0.01% 1549
2020
Q3 		$263K Buy
+3,679
New +$271K ﹤0.01% 1505
2017
Q3 		– Sell
-1,004
Closed -$12K – 2191
2017
Q2 		$12K Buy
1,004
+1,000
+25,000% +$10.9K ﹤0.01% 3501
2017
Q1 		$0 Hold
4
– – ﹤0.01% 4667
2016
Q4 		$0 Sell
4
-5,000
-100% -$37.2K ﹤0.01% 4633
2016
Q3 		$35K Hold
5,004
– – ﹤0.01% 2632
2016
Q2 		$25K Hold
5,004
– – ﹤0.01% 2633
2016
Q1 		$22K Buy
5,004
+4
+0.1% +$20 ﹤0.01% 2685
2015
Q4 		$34K Sell
5,000
-200
-4% -$1.43K ﹤0.01% 2425
2015
Q3 		$37K Buy
+5,200
New +$41.2K ﹤0.01% 2267
2014
Q4 		– Sell
-300
Closed -$2K – 4167
2014
Q3 		$2K Buy
+300
New +$1.98K ﹤0.01% 3637

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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $945M AUM 22.34% 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

Creative Planning's CHGG Position: Q3 2024 in Review

Creative Planning sold out of Chegg (CHGG) in Q3 2024, closing a stake of 41,711 shares — an estimated $132K sold.

Creative Planning first reported a position in CHGG in Q3 2014 and held it in 14 quarters. The position peaked at $340K in Q1 2021. 190 funds tracked by Wall St. Rank hold CHGG as of Q3 2024.

  • Creative Planning reported no remaining Chegg position as of Q3 2024 after selling out during the quarter.
  • Creative Planning sold 41,711 Chegg shares in Q3 2024, an estimated $132K.
  • Creative Planning first reported a position in Chegg in Q3 2014 and held it in 14 quarters.
  • Creative Planning's Chegg position peaked at $340K in Q1 2021.
  • 190 funds tracked by Wall St. Rank held Chegg as of Q3 2024.

Based on Creative Planning's 13F filing for Q3 2024, filed 11 Oct 2024.