Caldwell Trust’s Chicos FAS, Inc. CHS Stock Holding History

Caldwell Trust’s Portfolio CHS Stock Details CHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,000	Closed	-$3.81K	–	823
2019 Q4	$3.81K	Buy	+1,000	New	+$3.84K	﹤0.01%	758

Other funds holding CHS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

DCM

Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Caldwell Trust's CHS Position: Q1 2020 in Review

Caldwell Trust sold out of Chicos FAS, Inc. (CHS) in Q1 2020, closing a stake of 1,000 shares — an estimated $3.81K sold.

Caldwell Trust first reported a position in CHS in Q4 2019 and held it in 1 quarter. The position peaked at $3.81K in Q4 2019. 165 funds tracked by Wall St. Rank hold CHS as of Q1 2020.

Caldwell Trust reported no remaining Chicos FAS, Inc. position as of Q1 2020 after selling out during the quarter.
Caldwell Trust sold 1,000 Chicos FAS, Inc. shares in Q1 2020, an estimated $3.81K.
Caldwell Trust first reported a position in Chicos FAS, Inc. in Q4 2019 and held it in 1 quarter.
Caldwell Trust's Chicos FAS, Inc. position peaked at $3.81K in Q4 2019.
165 funds tracked by Wall St. Rank held Chicos FAS, Inc. as of Q1 2020.

Based on Caldwell Trust's 13F filing for Q1 2020, filed 2 Oct 2025.