44 Wealth Management’s C.H. Robinson CHRW Stock Holding History

44 Wealth Management’s Portfolio CHRW Stock Details CHRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-13,231	Closed	-$1.31M	–	170
2023 Q1	$1.31M	Buy	13,231 +32	+0.2%	+$3.15K	0.45%	58
2022 Q4	$1.21M	Buy	+13,199	New	+$1.26M	0.42%	62
2021 Q1	–	Sell	-2,279	Closed	-$214K	–	160
2020 Q4	$214K	Buy	+2,279	New	+$217K	0.1%	149

Other funds holding CHRW

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

44 Wealth Management's CHRW Position: Q2 2023 in Review

44 Wealth Management sold out of C.H. Robinson (CHRW) in Q2 2023, closing a stake of 13,231 shares — an estimated $1.31M sold.

44 Wealth Management first reported a position in CHRW in Q4 2020 and held it in 3 quarters. The position peaked at $1.31M in Q1 2023. 610 funds tracked by Wall St. Rank hold CHRW as of Q2 2023.

44 Wealth Management reported no remaining C.H. Robinson position as of Q2 2023 after selling out during the quarter.
44 Wealth Management sold 13,231 C.H. Robinson shares in Q2 2023, an estimated $1.31M.
44 Wealth Management first reported a position in C.H. Robinson in Q4 2020 and held it in 3 quarters.
44 Wealth Management's C.H. Robinson position peaked at $1.31M in Q1 2023.
610 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2023.

Based on 44 Wealth Management's 13F filing for Q2 2023, filed 18 Jul 2023.