Lido Advisors’s Employers Holdings EIG Stock Holding History

Lido Advisors’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 Q3	–	Sell	-7,670	Closed	-$287K	–	1254
2023 Q2	$287K	Sell	7,670 -3,110	-29%	-$122K	﹤0.01%	952
2023 Q1	$449K	Buy	+10,780	New	+$462K	﹤0.01%	714
2022 Q1	–	Sell	-7,981	Closed	-$330K	–	1022
2021 Q4	$330K	Buy	+7,981	New	+$321K	﹤0.01%	771

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Lido Advisors's EIG Position: Q3 2023 in Review

Lido Advisors sold out of Employers Holdings (EIG) in Q3 2023, closing a stake of 7,670 shares — an estimated $287K sold.

Lido Advisors first reported a position in EIG in Q4 2021 and held it in 3 quarters. The position peaked at $449K in Q1 2023. 177 funds tracked by Wall St. Rank hold EIG as of Q3 2023.

Lido Advisors reported no remaining Employers Holdings position as of Q3 2023 after selling out during the quarter.
Lido Advisors sold 7,670 Employers Holdings shares in Q3 2023, an estimated $287K.
Lido Advisors first reported a position in Employers Holdings in Q4 2021 and held it in 3 quarters.
Lido Advisors's Employers Holdings position peaked at $449K in Q1 2023.
177 funds tracked by Wall St. Rank held Employers Holdings as of Q3 2023.

Based on Lido Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.