Edge Wealth Management’s C.H. Robinson CHRW Stock Holding History

Edge Wealth Management’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
2020 Q3	–	Sell	-200	Closed	-$16K	–	476
2020 Q2	$16K	Hold	200	–	–	﹤0.01%	393
2020 Q1	$13K	Hold	200	–	–	﹤0.01%	369
2019 Q4	$16K	Hold	200	–	–	﹤0.01%	360
2019 Q3	$16K	Hold	200	–	–	﹤0.01%	349
2019 Q2	$17K	Hold	200	–	–	﹤0.01%	355
2019 Q1	$17K	Hold	200	–	–	﹤0.01%	343
2018 Q4	$17K	Hold	200	–	–	﹤0.01%	343
2018 Q3	$20K	Hold	200	–	–	﹤0.01%	368
2018 Q2	$17K	Hold	200	–	–	﹤0.01%	365
2018 Q1	$19K	Hold	200	–	–	0.01%	314
2017 Q4	$17K	Hold	200	–	–	﹤0.01%	324
2017 Q3	$15K	Hold	200	–	–	﹤0.01%	330
2017 Q2	$14K	Hold	200	–	–	﹤0.01%	336
2017 Q1	$16K	Hold	200	–	–	0.01%	310
2016 Q4	$15K	Hold	200	–	–	0.01%	297
2016 Q3	$14K	Buy	+200	New	+$14K	0.01%	300

Other funds holding CHRW

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return