CI
CHCO icon

CX Institutional’s City Holding Co CHCO Stock Holding History

CX Institutional’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
2022
Q3 		– Sell
-117
Closed -$9K – 573
2022
Q2 		$9K Buy
+117
New +$9.26K ﹤0.01% 961
2021
Q4 		– Sell
-117
Closed -$9K – 424
2021
Q3 		$9K Hold
117
– – ﹤0.01% 837
2021
Q2 		$9K Hold
117
– – ﹤0.01% 839
2021
Q1 		$10K Buy
+117
New +$8.91K ﹤0.01% 758

Other funds holding CHCO

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CX Institutional's CHCO Position: Q3 2022 in Review

CX Institutional sold out of City Holding Co (CHCO) in Q3 2022, closing a stake of 117 shares — an estimated $9K sold.

CX Institutional first reported a position in CHCO in Q1 2021 and held it in 4 quarters. The position peaked at $10K in Q1 2021. 168 funds tracked by Wall St. Rank hold CHCO as of Q3 2022.

  • CX Institutional reported no remaining City Holding Co position as of Q3 2022 after selling out during the quarter.
  • CX Institutional sold 117 City Holding Co shares in Q3 2022, an estimated $9K.
  • CX Institutional first reported a position in City Holding Co in Q1 2021 and held it in 4 quarters.
  • CX Institutional's City Holding Co position peaked at $10K in Q1 2021.
  • 168 funds tracked by Wall St. Rank held City Holding Co as of Q3 2022.

Based on CX Institutional's 13F filing for Q3 2022, filed 4 Nov 2022.