Blue Trust Inc’s City Holding Co CHCO Stock Holding History

Blue Trust Inc’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
2024 Q4	–	Sell	-11	Closed	-$1.17K	–	2529
2024 Q3	$1.17K	Buy	+11	New	+$1.27K	﹤0.01%	2679

Other funds holding CHCO

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Blue Trust Inc's CHCO Position: Q4 2024 in Review

Blue Trust Inc sold out of City Holding Co (CHCO) in Q4 2024, closing a stake of 11 shares — an estimated $1.17K sold.

Blue Trust Inc first reported a position in CHCO in Q3 2024 and held it in 1 quarter. The position peaked at $1.17K in Q3 2024. 218 funds tracked by Wall St. Rank hold CHCO as of Q4 2024.

Blue Trust Inc reported no remaining City Holding Co position as of Q4 2024 after selling out during the quarter.
Blue Trust Inc sold 11 City Holding Co shares in Q4 2024, an estimated $1.17K.
Blue Trust Inc first reported a position in City Holding Co in Q3 2024 and held it in 1 quarter.
Blue Trust Inc's City Holding Co position peaked at $1.17K in Q3 2024.
218 funds tracked by Wall St. Rank held City Holding Co as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.