Sowell Financial Services’s Employers Holdings EIG Stock Holding History

Sowell Financial Services’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
2020 Q4	–	Sell	-52	Closed	-$2K	–	2725
2020 Q3	$2K	Hold	52	–	–	﹤0.01%	2209
2020 Q2	$2K	Hold	52	–	–	﹤0.01%	2140
2020 Q1	$2K	Hold	52	–	–	﹤0.01%	2051
2019 Q4	$2K	Hold	52	–	–	﹤0.01%	2180
2019 Q3	$2K	Buy	+52	New	+$2.26K	﹤0.01%	2064

Other funds holding EIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sowell Financial Services's EIG Position: Q4 2020 in Review

Sowell Financial Services sold out of Employers Holdings (EIG) in Q4 2020, closing a stake of 52 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in EIG in Q3 2019 and held it in 5 quarters. The position peaked at $2K in Q3 2020. 163 funds tracked by Wall St. Rank hold EIG as of Q4 2020.

Sowell Financial Services reported no remaining Employers Holdings position as of Q4 2020 after selling out during the quarter.
Sowell Financial Services sold 52 Employers Holdings shares in Q4 2020, an estimated $2K.
Sowell Financial Services first reported a position in Employers Holdings in Q3 2019 and held it in 5 quarters.
Sowell Financial Services's Employers Holdings position peaked at $2K in Q3 2020.
163 funds tracked by Wall St. Rank held Employers Holdings as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.