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

Crewe 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
2022 Q4	–	Sell	-80	Closed	-$8K	–	1065
2022 Q3	$8K	Buy	80 +40	+100%	+$4.3K	﹤0.01%	713
2022 Q2	$4K	Buy	+40	New	+$4.18K	﹤0.01%	801

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

CCP

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Crewe Advisors's CHRW Position: Q4 2022 in Review

Crewe Advisors sold out of C.H. Robinson (CHRW) in Q4 2022, closing a stake of 80 shares — an estimated $8K sold.

Crewe Advisors first reported a position in CHRW in Q2 2022 and held it in 2 quarters. The position peaked at $8K in Q3 2022. 629 funds tracked by Wall St. Rank hold CHRW as of Q4 2022.

Crewe Advisors reported no remaining C.H. Robinson position as of Q4 2022 after selling out during the quarter.
Crewe Advisors sold 80 C.H. Robinson shares in Q4 2022, an estimated $8K.
Crewe Advisors first reported a position in C.H. Robinson in Q2 2022 and held it in 2 quarters.
Crewe Advisors's C.H. Robinson position peaked at $8K in Q3 2022.
629 funds tracked by Wall St. Rank held C.H. Robinson as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.