CT
CHKP icon

Caldwell Trust’s Check Point Software Technologies CHKP Stock Holding History

Caldwell Trust’s Portfolio CHKP Stock Details CHKP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-25
Closed -$3.14K – 716
2023
Q2 		$3.14K Buy
+25
New +$3.15K ﹤0.01% 703
2021
Q3 		– Sell
-400
Closed -$46.5K – 736
2021
Q2 		$46.5K Hold
400
– – 0.01% 461
2021
Q1 		$44.8K Sell
400
-20
-5% -$2.41K 0.01% 446
2020
Q4 		$55.8K Hold
420
– – 0.01% 402
2020
Q3 		$50.5K Sell
420
-80
-16% -$9.76K 0.01% 408
2020
Q2 		$53.7K Hold
500
– – 0.01% 400
2020
Q1 		$50.3K Hold
500
– – 0.01% 412
2019
Q4 		$55.5K Buy
+500
New +$56.2K 0.01% 444

Other funds holding CHKP

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Caldwell Trust's CHKP Position: Q3 2023 in Review

Caldwell Trust sold out of Check Point Software Technologies (CHKP) in Q3 2023, closing a stake of 25 shares — an estimated $3.14K sold.

Caldwell Trust first reported a position in CHKP in Q4 2019 and held it in 8 quarters. The position peaked at $55.8K in Q4 2020. 624 funds tracked by Wall St. Rank hold CHKP as of Q3 2023.

  • Caldwell Trust reported no remaining Check Point Software Technologies position as of Q3 2023 after selling out during the quarter.
  • Caldwell Trust sold 25 Check Point Software Technologies shares in Q3 2023, an estimated $3.14K.
  • Caldwell Trust first reported a position in Check Point Software Technologies in Q4 2019 and held it in 8 quarters.
  • Caldwell Trust's Check Point Software Technologies position peaked at $55.8K in Q4 2020.
  • 624 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q3 2023.

Based on Caldwell Trust's 13F filing for Q3 2023, filed 1 Oct 2025.