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BOK Financial Private Wealth’s C.H. Robinson CHRW Stock Holding History

BOK Financial Private Wealth’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
Q1 		– Sell
-6
Closed -$606 – 467
2024
Q4 		$624 Buy
+6
New +$646 ﹤0.01% 562
2024
Q3 		– Hold
0
– – – 529
2024
Q2 		– Hold
0
– – – 463

Other funds holding CHRW

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BOK Financial Private Wealth's CHRW Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of C.H. Robinson (CHRW) in Q1 2025, closing a stake of 6 shares — an estimated $606 sold.

BOK Financial Private Wealth first reported a position in CHRW in Q4 2024 and held it in 1 quarter. The position peaked at $624 in Q4 2024. 692 funds tracked by Wall St. Rank hold CHRW as of Q1 2025.

  • BOK Financial Private Wealth reported no remaining C.H. Robinson position as of Q1 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 6 C.H. Robinson shares in Q1 2025, an estimated $606.
  • BOK Financial Private Wealth first reported a position in C.H. Robinson in Q4 2024 and held it in 1 quarter.
  • BOK Financial Private Wealth's C.H. Robinson position peaked at $624 in Q4 2024.
  • 692 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.