Davidson Investment Advisors’s CHS Inc Class B Series 3 Preferred Stock CHSCM Stock Holding History

Davidson Investment Advisors’s Portfolio CHSCM Stock Details CHSCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-11,500	Closed	-$288K	–	117
2023 Q3	$288K	Buy	+11,500	New	+$289K	0.02%	113

Other funds holding CHSCM

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Davidson Investment Advisors's CHSCM Position: Q4 2023 in Review

Davidson Investment Advisors sold out of CHS Inc Class B Series 3 Preferred Stock (CHSCM) in Q4 2023, closing a stake of 11,500 shares — an estimated $288K sold.

Davidson Investment Advisors first reported a position in CHSCM in Q3 2023 and held it in 1 quarter. The position peaked at $288K in Q3 2023. 3 funds tracked by Wall St. Rank hold CHSCM as of Q4 2023.

Davidson Investment Advisors reported no remaining CHS Inc Class B Series 3 Preferred Stock position as of Q4 2023 after selling out during the quarter.
Davidson Investment Advisors sold 11,500 CHS Inc Class B Series 3 Preferred Stock shares in Q4 2023, an estimated $288K.
Davidson Investment Advisors first reported a position in CHS Inc Class B Series 3 Preferred Stock in Q3 2023 and held it in 1 quarter.
Davidson Investment Advisors's CHS Inc Class B Series 3 Preferred Stock position peaked at $288K in Q3 2023.
3 funds tracked by Wall St. Rank held CHS Inc Class B Series 3 Preferred Stock as of Q4 2023.

Based on Davidson Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.