CP
CHRW icon

Castleview Partners’s C.H. Robinson CHRW Stock Holding History

Castleview Partners’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
2024
Q3 		– Sell
-17
Closed -$1.5K – 601
2024
Q2 		$1.5K Buy
+17
New +$1.36K ﹤0.01% 770
2022
Q1 		– Sell
-9,256
Closed -$86 – 760
2021
Q4 		$86 Buy
+9,256
New +$899K ﹤0.01% 830
2021
Q2 		$10K Buy
+106
New +$10.3K ﹤0.01% 685

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Castleview Partners's CHRW Position: Q3 2024 in Review

Castleview Partners sold out of C.H. Robinson (CHRW) in Q3 2024, closing a stake of 17 shares — an estimated $1.5K sold.

Castleview Partners first reported a position in CHRW in Q2 2021 and held it in 3 quarters. The position peaked at $10K in Q2 2021. 642 funds tracked by Wall St. Rank hold CHRW as of Q3 2024.

  • Castleview Partners reported no remaining C.H. Robinson position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 17 C.H. Robinson shares in Q3 2024, an estimated $1.5K.
  • Castleview Partners first reported a position in C.H. Robinson in Q2 2021 and held it in 3 quarters.
  • Castleview Partners's C.H. Robinson position peaked at $10K in Q2 2021.
  • 642 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.