WealthPLAN Partners’s Employers Holdings EIG Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-165	Closed	-$6.17K	–	527
2023 Q2	$6.17K	Buy	+165	New	+$6.46K	﹤0.01%	875

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

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

WealthPLAN Partners's EIG Position: Q3 2023 in Review

WealthPLAN Partners sold out of Employers Holdings (EIG) in Q3 2023, closing a stake of 165 shares — an estimated $6.17K sold.

WealthPLAN Partners first reported a position in EIG in Q2 2023 and held it in 1 quarter. The position peaked at $6.17K in Q2 2023. 177 funds tracked by Wall St. Rank hold EIG as of Q3 2023.

WealthPLAN Partners reported no remaining Employers Holdings position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 165 Employers Holdings shares in Q3 2023, an estimated $6.17K.
WealthPLAN Partners first reported a position in Employers Holdings in Q2 2023 and held it in 1 quarter.
WealthPLAN Partners's Employers Holdings position peaked at $6.17K in Q2 2023.
177 funds tracked by Wall St. Rank held Employers Holdings as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.