CAM
CHX

Cresset Asset Management’s ChampionX CHX Stock Holding History

Cresset Asset Management’s Portfolio CHX Stock Details CHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,564
Closed -$379K – 1846
2024
Q3 		$379K Sell
12,564
-1,654
-12% -$52.2K ﹤0.01% 1686
2024
Q2 		$472K Buy
14,218
+2,812
+25% +$95.9K ﹤0.01% 1473
2024
Q1 		$409K Buy
11,406
+3,333
+41% +$99.7K ﹤0.01% 1440
2023
Q4 		$236K Sell
8,073
-1,291
-14% -$39.9K ﹤0.01% 1609
2023
Q3 		$334K Buy
+9,364
New +$333K ﹤0.01% 1394
2019
Q2 		– Sell
-494
Closed -$20K – 687
2019
Q1 		$20K Buy
494
+336
+213% +$12.4K ﹤0.01% 1014
2018
Q4 		$4K Buy
+158
New +$5.81K ﹤0.01% 1076

Other funds holding CHX

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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Cresset Asset Management's CHX Position: Q4 2024 in Review

Cresset Asset Management sold out of ChampionX (CHX) in Q4 2024, closing a stake of 12,564 shares — an estimated $379K sold.

Cresset Asset Management first reported a position in CHX in Q4 2018 and held it in 7 quarters. The position peaked at $472K in Q2 2024. 417 funds tracked by Wall St. Rank hold CHX as of Q4 2024.

  • Cresset Asset Management reported no remaining ChampionX position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 12,564 ChampionX shares in Q4 2024, an estimated $379K.
  • Cresset Asset Management first reported a position in ChampionX in Q4 2018 and held it in 7 quarters.
  • Cresset Asset Management's ChampionX position peaked at $472K in Q2 2024.
  • 417 funds tracked by Wall St. Rank held ChampionX as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.