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% 4668
2016
Q4 		$0 Sell
4
-5,000
-100% -$37.2K ﹤0.01% 4634
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 $5.7T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return