Ellevest Inc’s C.H. Robinson CHRW Stock Holding History

Ellevest Inc’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	-2,490	Closed	-$257K	–	410
2024 Q4	$257K	Buy	+2,490	New	+$268K	0.01%	340
2023 Q1	–	Sell	-411	Closed	-$40.5K	–	1917
2022 Q4	$37.6K	Sell	411 -420	-51%	-$40K	﹤0.01%	687
2022 Q3	$80K	Buy	831 +311	+60%	+$33.4K	0.01%	462
2022 Q2	$53K	Buy	520 +230	+79%	+$24K	0.01%	551
2022 Q1	$31K	Buy	290 +117	+68%	+$11.9K	﹤0.01%	631
2021 Q4	$19K	Sell	173 -47	-21%	-$4.57K	﹤0.01%	727
2021 Q3	$19K	Buy	220 +59	+37%	+$5.34K	﹤0.01%	677
2021 Q2	$15K	Sell	161 -286	-64%	-$27.9K	﹤0.01%	687
2021 Q1	$43K	Sell	447 -407	-48%	-$38K	0.01%	511
2020 Q4	$80K	Buy	854 +196	+30%	+$18.7K	0.01%	357
2020 Q3	$67K	Buy	658 +594	+928%	+$55.8K	0.01%	329
2020 Q2	$5K	Buy	+64	New	+$4.83K	﹤0.01%	734
2020 Q1	–	Sell	-96	Closed	-$8K	–	1109
2019 Q4	$8K	Buy	96 +88	+1,100%	+$7.01K	﹤0.01%	552
2019 Q3	$1K	Buy	+8	New	+$672	﹤0.01%	372

Other funds holding CHRW

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

First Eagle Investment Management

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

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

VanEck Associates

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

Fidelity Investments

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

Wellington Management Group

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

Boston Partners

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