Altiora Financial Group’s C.H. Robinson CHRW Stock Holding History

Altiora Financial Group’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
2025 Q3	–	Sell	-2,850	Closed	-$273K	–	95
2025 Q2	$273K	Sell	2,850 -150	-5%	-$14.1K	0.05%	87
2025 Q1	$307K	Sell	3,000 -2,000	-40%	-$202K	0.07%	79
2024 Q4	$517K	Sell	5,000 -3,000	-38%	-$323K	0.11%	67
2024 Q3	$883K	Sell	8,000 -6,241	-44%	-$606K	0.2%	51
2024 Q2	$1.25M	Hold	14,241	–	–	0.3%	41
2024 Q1	$1.08M	Hold	14,241	–	–	0.29%	39
2023 Q4	$1.23M	Buy	14,241 +550	+4%	+$46.1K	0.36%	33
2023 Q3	$1.18M	Hold	13,691	–	–	0.55%	25
2023 Q2	$1.29M	Hold	13,691	–	–	0.57%	24
2023 Q1	$1.36M	Buy	+13,691	New	+$1.35M	0.63%	23

Other funds holding CHRW

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

First Eagle Investment Management

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

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

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return