DI
CHX

Disciplined Investments’s ChampionX CHX Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-50
Closed -$1.55K – 367
2023
Q2 		$1.55K Sell
50
-9
-15% -$248 ﹤0.01% 766
2023
Q1 		$1.6K Buy
59
+4
+7% +$120 ﹤0.01% 767
2022
Q4 		$1.59K Buy
55
+19
+53% +$524 ﹤0.01% 706
2022
Q3 		$1K Sell
36
-20
-36% -$412 ﹤0.01% 831
2022
Q2 		$1K Buy
56
+6
+12% +$136 ﹤0.01% 841
2022
Q1 		$1K Buy
+50
New +$1.16K ﹤0.01% 901
2020
Q4 		– Sell
-172
Closed -$1K – 327
2020
Q3 		$1K Hold
172
– – ﹤0.01% 366
2020
Q2 		$2K Buy
+172
New +$1.58K ﹤0.01% 346

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Disciplined Investments's CHX Position: Q3 2023 in Review

Disciplined Investments sold out of ChampionX (CHX) in Q3 2023, closing a stake of 50 shares — an estimated $1.55K sold.

Disciplined Investments first reported a position in CHX in Q2 2020 and held it in 8 quarters. The position peaked at $2K in Q2 2020. 417 funds tracked by Wall St. Rank hold CHX as of Q3 2023.

  • Disciplined Investments reported no remaining ChampionX position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 50 ChampionX shares in Q3 2023, an estimated $1.55K.
  • Disciplined Investments first reported a position in ChampionX in Q2 2020 and held it in 8 quarters.
  • Disciplined Investments's ChampionX position peaked at $2K in Q2 2020.
  • 417 funds tracked by Wall St. Rank held ChampionX as of Q3 2023.

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