Claris Advisors’s C.H. Robinson CHRW Stock Holding History

Claris Advisors’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 Q4	–	Sell	-6	Closed	-$662	–	272
2024 Q3	$662	Buy	+6	New	+$583	﹤0.01%	549

Other funds holding CHRW

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Claris Advisors's CHRW Position: Q4 2024 in Review

Claris Advisors sold out of C.H. Robinson (CHRW) in Q4 2024, closing a stake of 6 shares — an estimated $662 sold.

Claris Advisors first reported a position in CHRW in Q3 2024 and held it in 1 quarter. The position peaked at $662 in Q3 2024. 679 funds tracked by Wall St. Rank hold CHRW as of Q4 2024.

Claris Advisors reported no remaining C.H. Robinson position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 6 C.H. Robinson shares in Q4 2024, an estimated $662.
Claris Advisors first reported a position in C.H. Robinson in Q3 2024 and held it in 1 quarter.
Claris Advisors's C.H. Robinson position peaked at $662 in Q3 2024.
679 funds tracked by Wall St. Rank held C.H. Robinson as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.