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Cary Street Partners Investment Advisory’s C.H. Robinson CHRW Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-175
Closed -$15.1K – 821
2023
Q3 		$15.1K Buy
+175
New +$16.3K ﹤0.01% 1187
2020
Q4 		– Sell
-175
Closed -$18K – 439
2020
Q3 		$18K Buy
+175
New +$16.4K ﹤0.01% 672

Other funds holding CHRW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cary Street Partners Investment Advisory's CHRW Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of C.H. Robinson (CHRW) in Q4 2023, closing a stake of 175 shares — an estimated $15.1K sold.

Cary Street Partners Investment Advisory first reported a position in CHRW in Q3 2020 and held it in 2 quarters. The position peaked at $18K in Q3 2020. 642 funds tracked by Wall St. Rank hold CHRW as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining C.H. Robinson position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 175 C.H. Robinson shares in Q4 2023, an estimated $15.1K.
  • Cary Street Partners Investment Advisory first reported a position in C.H. Robinson in Q3 2020 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's C.H. Robinson position peaked at $18K in Q3 2020.
  • 642 funds tracked by Wall St. Rank held C.H. Robinson as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.