Berman Capital Advisors’s C.H. Robinson CHRW Stock Holding History

Berman Capital Advisors’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
2021 Q3	$108K	Buy	1,260 +858	+213%	+$77.6K	0.02%	414
2021 Q2	$37K	Hold	402	–	–	0.01%	690
2021 Q1	$38K	Buy	402 +7	+2%	+$654	0.01%	580
2020 Q4	$37K	Buy	395 +22	+6%	+$2.1K	0.01%	487
2020 Q3	$37K	Hold	373	–	–	0.01%	420
2020 Q2	$28K	Buy	373 +125	+50%	+$9.44K	0.01%	455
2020 Q1	$15K	Buy	248 +38	+18%	+$2.73K	﹤0.01%	559
2019 Q4	$16K	Sell	210 -39	-16%	-$3.1K	﹤0.01%	586
2019 Q3	$21K	Sell	249 -79	-24%	-$6.64K	0.01%	488
2019 Q2	$27K	Buy	328 +233	+245%	+$19.6K	0.01%	426
2019 Q1	$8K	Sell	95 -5	-5%	-$439	﹤0.01%	717
2018 Q4	$8K	Buy	+100	New	+$8.95K	﹤0.01%	550

Other funds holding CHRW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's CHRW Position: Q3 2021 in Review

Berman Capital Advisors increased its C.H. Robinson (CHRW) stake by 213% in Q3 2021, buying an estimated $77.6K and bringing the position to 1,260 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #414.

Berman Capital Advisors first reported a position in CHRW in Q4 2018 and has held it in 12 quarters since. 558 funds tracked by Wall St. Rank hold CHRW as of Q3 2021.

Berman Capital Advisors held 1,260 shares of C.H. Robinson worth $108K as of Q3 2021.
Berman Capital Advisors bought 858 C.H. Robinson shares in Q3 2021, an estimated $77.6K.
C.H. Robinson made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #414 holding.
Berman Capital Advisors first reported a position in C.H. Robinson in Q4 2018 and has held it in 12 quarters since.
558 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.