Lokken Investment Group’s Employers Holdings EIG Stock Holding History

Lokken Investment Group’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	-6,500	Closed	-$280K	–	131
2022 Q4	$280K	Hold	6,500	–	–	0.22%	96
2022 Q3	$224K	Hold	6,500	–	–	0.19%	101
2022 Q2	$272K	Hold	6,500	–	–	0.22%	98
2022 Q1	$256K	Buy	+6,500	New	+$260K	0.2%	105

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

Lokken Investment Group's EIG Position: Q1 2023 in Review

Lokken Investment Group sold out of Employers Holdings (EIG) in Q1 2023, closing a stake of 6,500 shares — an estimated $280K sold.

Lokken Investment Group first reported a position in EIG in Q1 2022 and held it in 4 quarters. The position peaked at $280K in Q4 2022. 173 funds tracked by Wall St. Rank hold EIG as of Q1 2023.

Lokken Investment Group reported no remaining Employers Holdings position as of Q1 2023 after selling out during the quarter.
Lokken Investment Group sold 6,500 Employers Holdings shares in Q1 2023, an estimated $280K.
Lokken Investment Group first reported a position in Employers Holdings in Q1 2022 and held it in 4 quarters.
Lokken Investment Group's Employers Holdings position peaked at $280K in Q4 2022.
173 funds tracked by Wall St. Rank held Employers Holdings as of Q1 2023.

Based on Lokken Investment Group's 13F filing for Q1 2023, filed 9 May 2023.