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Buckingham Strategic Wealth’s City Holding Co CHCO Stock Holding History

Buckingham Strategic Wealth’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
2021
Q4 		– Sell
-143,722
Closed -$11.2M – 605
2021
Q3 		$11.2M Sell
143,722
-16,401
-10% -$1.25M 0.23% 52
2021
Q2 		$12M Buy
160,123
+817
+0.5% +$64.6K 0.29% 44
2021
Q1 		$13M Buy
159,306
+65
+0% +$4.95K 0.64% 29
2020
Q4 		$11.1M Hold
159,241
– – 0.58% 37
2020
Q3 		$9.17M Hold
159,241
– – 0.7% 31
2020
Q2 		$10.4M Hold
159,241
– – 0.99% 25
2020
Q1 		$10.6M Buy
159,241
+156,322
+5,355% +$11.5M 1.02% 23
2019
Q4 		$239K Buy
+2,919
New +$231K 0.02% 402

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Buckingham Strategic Wealth's CHCO Position: Q4 2021 in Review

Buckingham Strategic Wealth sold out of City Holding Co (CHCO) in Q4 2021, closing a stake of 143,722 shares — an estimated $11.2M sold.

Buckingham Strategic Wealth first reported a position in CHCO in Q4 2019 and held it in 8 quarters. The position peaked at $13M in Q1 2021. 175 funds tracked by Wall St. Rank hold CHCO as of Q4 2021.

  • Buckingham Strategic Wealth reported no remaining City Holding Co position as of Q4 2021 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 143,722 City Holding Co shares in Q4 2021, an estimated $11.2M.
  • Buckingham Strategic Wealth first reported a position in City Holding Co in Q4 2019 and held it in 8 quarters.
  • Buckingham Strategic Wealth's City Holding Co position peaked at $13M in Q1 2021.
  • 175 funds tracked by Wall St. Rank held City Holding Co as of Q4 2021.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2021, filed 9 Feb 2022.