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Patriot Financial Group Insurance Agency’s Employers Holdings EIG Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-54
Closed -$2K – 843
2022
Q2 		$2K Hold
54
– – ﹤0.01% 1741
2022
Q1 		$2K Sell
54
-21
-28% -$840 ﹤0.01% 1838
2021
Q4 		$3K Sell
75
-74
-50% -$2.97K ﹤0.01% 1850
2021
Q3 		$6K Buy
+149
New +$6.08K ﹤0.01% 1638

Other funds holding EIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EIG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Employers Holdings (EIG) in Q3 2022, closing a stake of 54 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in EIG in Q3 2021 and held it in 4 quarters. The position peaked at $6K in Q3 2021. 167 funds tracked by Wall St. Rank hold EIG as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Employers Holdings position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 54 Employers Holdings shares in Q3 2022, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in Employers Holdings in Q3 2021 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Employers Holdings position peaked at $6K in Q3 2021.
  • 167 funds tracked by Wall St. Rank held Employers Holdings as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.