AWM
CHCO icon

Atticus Wealth Management’s City Holding Co CHCO Stock Holding History

Atticus Wealth Management’s Portfolio CHCO Stock Details CHCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-220
Closed -$26.9K – 273
2025
Q2 		$26.9K Hold
220
– – 0.01% 382
2025
Q1 		$25.8K Hold
220
– – 0.01% 299
2024
Q4 		$26.1K Hold
220
– – 0.01% 308
2024
Q3 		$25.8K Hold
220
– – 0.01% 311
2024
Q2 		$23.4K Hold
220
– – 0.01% 297
2024
Q1 		$22.9K Hold
220
– – 0.01% 311
2023
Q4 		$24.3K Hold
220
– – 0.01% 316
2023
Q3 		$19.9K Sell
220
-24
-10% -$2.23K 0.01% 334
2023
Q2 		$22K Hold
244
– – 0.01% 327
2023
Q1 		$22.2K Hold
244
– – 0.01% 314
2022
Q4 		$22.7K Sell
244
-22
-8% -$2.12K 0.01% 322
2022
Q3 		$21K Hold
266
– – 0.01% 304
2022
Q2 		$21K Hold
266
– – 0.01% 332
2022
Q1 		$21K Hold
266
– – 0.01% 328
2021
Q4 		$22K Hold
266
– – 0.01% 304
2021
Q3 		$21K Hold
266
– – 0.01% 305
2021
Q2 		$20K Sell
266
-31
-10% -$2.45K 0.01% 293
2021
Q1 		$24K Hold
297
– – 0.01% 262
2020
Q4 		$21K Sell
297
-28
-9% -$1.81K 0.01% 257
2020
Q3 		$19K Hold
325
– – 0.01% 225
2020
Q2 		$21K Hold
325
– – 0.01% 204
2020
Q1 		$22K Hold
325
– – 0.02% 201
2019
Q4 		$27K Buy
+325
New +$25.8K 0.02% 205

Other funds holding CHCO

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atticus Wealth Management's CHCO Position: Q3 2025 in Review

Atticus Wealth Management sold out of City Holding Co (CHCO) in Q3 2025, closing a stake of 220 shares — an estimated $26.9K sold.

Atticus Wealth Management first reported a position in CHCO in Q4 2019 and held it in 23 quarters. The position peaked at $27K in Q4 2019. 228 funds tracked by Wall St. Rank hold CHCO as of Q3 2025.

  • Atticus Wealth Management reported no remaining City Holding Co position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 220 City Holding Co shares in Q3 2025, an estimated $26.9K.
  • Atticus Wealth Management first reported a position in City Holding Co in Q4 2019 and held it in 23 quarters.
  • Atticus Wealth Management's City Holding Co position peaked at $27K in Q4 2019.
  • 228 funds tracked by Wall St. Rank held City Holding Co as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.