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Harvest Group Wealth Management’s Employers Holdings EIG Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-10
Closed – – 223
2020
Q4 		$0 Hold
10
– – ﹤0.01% 699
2020
Q3 		$0 Buy
+10
New +$317 ﹤0.01% 645
2020
Q2 		– Sell
-4
Closed – – 573
2020
Q1 		$0 Sell
4
-166
-98% -$6.79K ﹤0.01% 628
2019
Q4 		$7K Buy
170
+75
+79% +$3.18K 0.01% 292
2019
Q3 		$4K Hold
95
– – ﹤0.01% 463
2019
Q2 		$4K Hold
95
– – 0.01% 386
2019
Q1 		$4K Buy
+95
New +$4.01K ﹤0.01% 422

Other funds holding EIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Group Wealth Management's EIG Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Employers Holdings (EIG) in Q1 2021, closing a stake of 10 shares.

Harvest Group Wealth Management first reported a position in EIG in Q1 2019 and held it in 7 quarters. The position peaked at $7K in Q4 2019. 156 funds tracked by Wall St. Rank hold EIG as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Employers Holdings position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 10 Employers Holdings shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Employers Holdings in Q1 2019 and held it in 7 quarters.
  • Harvest Group Wealth Management's Employers Holdings position peaked at $7K in Q4 2019.
  • 156 funds tracked by Wall St. Rank held Employers Holdings as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.