Surevest’s Chegg CHGG Stock Holding History

Surevest’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
2022 Q3	$6K	Hold	300	–	–	﹤0.01%	309
2022 Q2	$6K	Hold	300	–	–	﹤0.01%	323
2022 Q1	$11K	Hold	300	–	–	﹤0.01%	273
2021 Q4	$9K	Buy	+300	New	+$12.2K	﹤0.01%	285

Other funds holding CHGG

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Surevest's CHGG Position: Q3 2022 in Review

Surevest held its Chegg (CHGG) position steady in Q3 2022 at 300 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Surevest first reported a position in CHGG in Q4 2021 and has held it in 4 quarters since. The position peaked at $11K in Q1 2022. 277 funds tracked by Wall St. Rank hold CHGG as of Q3 2022.

Surevest held 300 shares of Chegg worth $6K as of Q3 2022.
Surevest left its Chegg share count unchanged in Q3 2022.
Chegg made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #309 holding.
Surevest first reported a position in Chegg in Q4 2021 and has held it in 4 quarters since.
Surevest's Chegg position peaked at $11K in Q1 2022.
277 funds tracked by Wall St. Rank held Chegg as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.