Connectus Wealth’s C.H. Robinson CHRW Stock Holding History

Connectus Wealth’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 Q1	$312K	Buy	4,093 +58	+1%	+$4.54K	0.01%	321
2023 Q4	$349K	Hold	4,035	–	–	0.01%	437
2023 Q3	$348K	Hold	4,035	–	–	0.01%	420
2023 Q2	$381K	Hold	4,035	–	–	0.01%	372
2023 Q1	$401K	Hold	4,035	–	–	0.01%	363
2022 Q4	$369K	Hold	4,035	–	–	0.01%	365
2022 Q3	$389K	Hold	4,035	–	–	0.01%	430
2022 Q2	$409K	Buy	+4,035	New	+$421K	0.01%	359

Other funds holding CHRW

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

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

First Eagle Investment Management New York $59B AUM 32.99% 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

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Connectus Wealth's CHRW Position: Q1 2024 in Review

Connectus Wealth increased its C.H. Robinson (CHRW) stake by 1.4% in Q1 2024, buying an estimated $4.54K and bringing the position to 4,093 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #321.

Connectus Wealth first reported a position in CHRW in Q2 2022 and has held it in 8 quarters since. The position peaked at $409K in Q2 2022. 588 funds tracked by Wall St. Rank hold CHRW as of Q1 2024.

Connectus Wealth held 4,093 shares of C.H. Robinson worth $312K as of Q1 2024.
Connectus Wealth bought 58 C.H. Robinson shares in Q1 2024, an estimated $4.54K.
C.H. Robinson made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #321 holding.
Connectus Wealth first reported a position in C.H. Robinson in Q2 2022 and has held it in 8 quarters since.
Connectus Wealth's C.H. Robinson position peaked at $409K in Q2 2022.
588 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.