Covestor’s City Holding Co CHCO Stock Holding History

Covestor’s Portfolio CHCO Stock Details CHCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1K	Hold	5	–	–	﹤0.01%	1994
2025 Q4	$1K	Buy	5 +1	+25%	+$122	﹤0.01%	2006
2025 Q3	$1K	Sell	4 -4	-50%	-$502	﹤0.01%	2030
2025 Q2	$1K	Sell	8 -3	-27%	-$352	﹤0.01%	1948
2025 Q1	$1K	Sell	11 -3	-21%	-$354	﹤0.01%	1937
2024 Q4	$2K	Buy	14 +6	+75%	+$742	﹤0.01%	1851
2024 Q3	$1K	Sell	8 -3	-27%	-$347	﹤0.01%	1916
2024 Q2	$1K	Buy	11 +8	+267%	+$822	﹤0.01%	1951
2024 Q1	$0	Sell	3 -2	-40%	-$206	﹤0.01%	2285
2023 Q4	$1K	Hold	5	–	–	﹤0.01%	1937
2023 Q3	$1K	Sell	5 -2	-29%	-$186	﹤0.01%	1903
2023 Q2	$1K	Sell	7 -1	-13%	-$91	﹤0.01%	1917
2023 Q1	$1K	Buy	8 +1	+14%	+$95	﹤0.01%	1827
2022 Q4	$1K	Buy	7 +3	+75%	+$289	﹤0.01%	1843
2022 Q3	$0	Sell	4 -6	-60%	-$513	﹤0.01%	2048
2022 Q2	$1K	Buy	10 +1	+11%	+$79	﹤0.01%	1689
2022 Q1	$1K	Sell	9 -2	-18%	-$161	﹤0.01%	1755
2021 Q4	$1K	Buy	+11	New	+$882	﹤0.01%	1677

Other funds holding CHCO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

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

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return