AR
CHX

Advisory Research’s ChampionX CHX Stock Holding History

Advisory Research’s Portfolio CHX Stock Details CHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-51,746
Closed -$1.86M – 161
2024
Q1 		$1.86M Buy
51,746
+5,070
+11% +$152K 0.37% 65
2023
Q4 		$1.36M Sell
46,676
-3,985
-8% -$123K 0.21% 130
2023
Q3 		$1.8M Sell
50,661
-133,365
-72% -$4.74M 0.25% 115
2023
Q2 		$5.71M Sell
184,026
-29,610
-14% -$815K 0.73% 28
2023
Q1 		$5.8M Sell
213,636
-14,845
-6% -$443K 0.95% 25
2022
Q4 		$6.62M Buy
228,481
+116,656
+104% +$3.22M 0.62% 37
2022
Q3 		$2.19M Sell
111,825
-136,640
-55% -$2.82M 0.21% 81
2022
Q2 		$4.93M Sell
248,465
-19,665
-7% -$444K 0.48% 43
2022
Q1 		$6.56M Buy
268,130
+36,439
+16% +$844K 0.53% 38
2021
Q4 		$4.68M Sell
231,691
-413,305
-64% -$9.72M 0.37% 60
2021
Q3 		$14.4M Sell
644,996
-38,500
-6% -$880K 0.93% 32
2021
Q2 		$17.5M Sell
683,496
-162,300
-19% -$3.95M 1.15% 15
2021
Q1 		$18.4M Buy
845,796
+18,542
+2% +$360K 1.29% 16
2020
Q4 		$12.7M Buy
827,254
+569,569
+221% +$6.33M 0.93% 33
2020
Q3 		$2.06M Buy
+257,685
New +$2.48M 0.2% 107

Other funds holding CHX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisory Research's CHX Position: Q2 2024 in Review

Advisory Research sold out of ChampionX (CHX) in Q2 2024, closing a stake of 51,746 shares — an estimated $1.86M sold.

Advisory Research first reported a position in CHX in Q3 2020 and held it in 15 quarters. The position peaked at $18.4M in Q1 2021. 431 funds tracked by Wall St. Rank hold CHX as of Q2 2024.

  • Advisory Research reported no remaining ChampionX position as of Q2 2024 after selling out during the quarter.
  • Advisory Research sold 51,746 ChampionX shares in Q2 2024, an estimated $1.86M.
  • Advisory Research first reported a position in ChampionX in Q3 2020 and held it in 15 quarters.
  • Advisory Research's ChampionX position peaked at $18.4M in Q1 2021.
  • 431 funds tracked by Wall St. Rank held ChampionX as of Q2 2024.

Based on Advisory Research's 13F filing for Q2 2024, filed 13 Aug 2024.