BGC
CHX

Birch Grove Capital’s ChampionX CHX Stock Holding History

Birch Grove Capital’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
2022
Q4 		– Sell
-77,350
Closed -$1.51M – 36
2022
Q3 		$1.51M Buy
77,350
+14,500
+23% +$299K 0.59% 32
2022
Q2 		$1.25M Buy
+62,850
New +$1.42M 0.5% 32
2022
Q1 		– Sell
-58,850
Closed -$1.19M – 40
2021
Q4 		$1.19M Buy
+58,850
New +$1.38M 0.54% 35
2021
Q2 		– Sell
-145,700
Closed -$3.17M – 47
2021
Q1 		$3.17M Sell
145,700
-117,300
-45% -$2.28M 1.37% 22
2020
Q4 		$4.02M Buy
+263,000
New +$2.92M 2.1% 11

Other funds holding CHX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Birch Grove Capital's CHX Position: Q4 2022 in Review

Birch Grove Capital sold out of ChampionX (CHX) in Q4 2022, closing a stake of 77,350 shares — an estimated $1.51M sold.

Birch Grove Capital first reported a position in CHX in Q4 2020 and held it in 5 quarters. The position peaked at $4.02M in Q4 2020. 386 funds tracked by Wall St. Rank hold CHX as of Q4 2022.

  • Birch Grove Capital reported no remaining ChampionX position as of Q4 2022 after selling out during the quarter.
  • Birch Grove Capital sold 77,350 ChampionX shares in Q4 2022, an estimated $1.51M.
  • Birch Grove Capital first reported a position in ChampionX in Q4 2020 and held it in 5 quarters.
  • Birch Grove Capital's ChampionX position peaked at $4.02M in Q4 2020.
  • 386 funds tracked by Wall St. Rank held ChampionX as of Q4 2022.

Based on Birch Grove Capital's 13F filing for Q4 2022, filed 14 Feb 2023.