Disciplined Investments’s C.H. Robinson CHRW Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-23	Closed	-$2.17K	–	364
2023 Q2	$2.17K	Sell	23 -3	-12%	-$290	﹤0.01%	634
2023 Q1	$2.58K	Buy	26 +1	+4%	+$98	﹤0.01%	572
2022 Q4	$2.29K	Sell	25 -3	-11%	-$286	﹤0.01%	582
2022 Q3	$3K	Hold	28	–	–	﹤0.01%	503
2022 Q2	$3K	Buy	28 +6	+27%	+$626	﹤0.01%	526
2022 Q1	$2K	Buy	+22	New	+$2.23K	﹤0.01%	659

Other funds holding CHRW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Disciplined Investments's CHRW Position: Q3 2023 in Review

Disciplined Investments sold out of C.H. Robinson (CHRW) in Q3 2023, closing a stake of 23 shares — an estimated $2.17K sold.

Disciplined Investments first reported a position in CHRW in Q1 2022 and held it in 6 quarters. The position peaked at $3K in Q3 2022. 602 funds tracked by Wall St. Rank hold CHRW as of Q3 2023.

Disciplined Investments reported no remaining C.H. Robinson position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 23 C.H. Robinson shares in Q3 2023, an estimated $2.17K.
Disciplined Investments first reported a position in C.H. Robinson in Q1 2022 and held it in 6 quarters.
Disciplined Investments's C.H. Robinson position peaked at $3K in Q3 2022.
602 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.