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Charter Oak Capital Management’s C.H. Robinson CHRW Stock Holding History

Charter Oak Capital Management’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
2022
Q3 		– Sell
-120
Closed – – 276
2022
Q2 		$0 Hold
120
– – ﹤0.01% 928
2022
Q1 		$0 Hold
120
– – ﹤0.01% 969
2021
Q4 		$0 Hold
120
– – ﹤0.01% 856
2021
Q3 		$0 Hold
120
– – ﹤0.01% 823
2021
Q2 		$0 Hold
120
– – ﹤0.01% 811
2021
Q1 		$0 Hold
120
– – ﹤0.01% 789
2020
Q4 		$0 Buy
+120
New +$11.4K ﹤0.01% 731

Other funds holding CHRW

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charter Oak Capital Management's CHRW Position: Q3 2022 in Review

Charter Oak Capital Management sold out of C.H. Robinson (CHRW) in Q3 2022, closing a stake of 120 shares.

Charter Oak Capital Management first reported a position in CHRW in Q4 2020 and held it in 7 quarters. The position peaked at $0 in Q2 2022. 651 funds tracked by Wall St. Rank hold CHRW as of Q3 2022.

  • Charter Oak Capital Management reported no remaining C.H. Robinson position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 120 C.H. Robinson shares in Q3 2022.
  • Charter Oak Capital Management first reported a position in C.H. Robinson in Q4 2020 and held it in 7 quarters.
  • Charter Oak Capital Management's C.H. Robinson position peaked at $0 in Q2 2022.
  • 651 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.