LWM
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Lyell Wealth Management’s Chegg CHGG Stock Holding History

Lyell Wealth Management’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
2021
Q4 		– Sell
-23,285
Closed -$1.58M – 188
2021
Q3 		$1.58M Buy
23,285
+1,365
+6% +$111K 0.19% 89
2021
Q2 		$1.82M Buy
21,920
+10,415
+91% +$863K 0.23% 83
2021
Q1 		$986K Buy
+11,505
New +$1.1M 0.14% 94

Other funds holding CHGG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lyell Wealth Management's CHGG Position: Q4 2021 in Review

Lyell Wealth Management sold out of Chegg (CHGG) in Q4 2021, closing a stake of 23,285 shares — an estimated $1.58M sold.

Lyell Wealth Management first reported a position in CHGG in Q1 2021 and held it in 3 quarters. The position peaked at $1.82M in Q2 2021. 343 funds tracked by Wall St. Rank hold CHGG as of Q4 2021.

  • Lyell Wealth Management reported no remaining Chegg position as of Q4 2021 after selling out during the quarter.
  • Lyell Wealth Management sold 23,285 Chegg shares in Q4 2021, an estimated $1.58M.
  • Lyell Wealth Management first reported a position in Chegg in Q1 2021 and held it in 3 quarters.
  • Lyell Wealth Management's Chegg position peaked at $1.82M in Q2 2021.
  • 343 funds tracked by Wall St. Rank held Chegg as of Q4 2021.

Based on Lyell Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.