Diversified Trust’s C.H. Robinson CHRW Stock Holding History

Diversified Trust’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
2025 Q1	–	Sell	-3,414	Closed	-$353K	–	947
2024 Q4	$353K	Buy	3,414 +164	+5%	+$17.6K	0.01%	701
2024 Q3	$359K	Buy	+3,250	New	+$316K	0.01%	691

Other funds holding CHRW

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Diversified Trust's CHRW Position: Q1 2025 in Review

Diversified Trust sold out of C.H. Robinson (CHRW) in Q1 2025, closing a stake of 3,414 shares — an estimated $353K sold.

Diversified Trust first reported a position in CHRW in Q3 2024 and held it in 2 quarters. The position peaked at $359K in Q3 2024. 692 funds tracked by Wall St. Rank hold CHRW as of Q1 2025.

Diversified Trust reported no remaining C.H. Robinson position as of Q1 2025 after selling out during the quarter.
Diversified Trust sold 3,414 C.H. Robinson shares in Q1 2025, an estimated $353K.
Diversified Trust first reported a position in C.H. Robinson in Q3 2024 and held it in 2 quarters.
Diversified Trust's C.H. Robinson position peaked at $359K in Q3 2024.
692 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2025.

Based on Diversified Trust's 13F filing for Q1 2025, filed 24 Apr 2025.