Elm Advisors’s ChampionX CHX Stock Holding History

Elm Advisors’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
2021 Q1	–	Sell	-367	Closed	-$6K	–	116
2020 Q4	$6K	Buy	+367	New	+$4.08K	﹤0.01%	249
2018 Q4	–	Sell	-1,592	Closed	-$69K	–	115
2018 Q3	$69K	Buy	+1,592	New	+$66.7K	0.05%	139

Other funds holding CHX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Elm Advisors's CHX Position: Q1 2021 in Review

Elm Advisors sold out of ChampionX (CHX) in Q1 2021, closing a stake of 367 shares — an estimated $6K sold.

Elm Advisors first reported a position in CHX in Q3 2018 and held it in 2 quarters. The position peaked at $69K in Q3 2018. 306 funds tracked by Wall St. Rank hold CHX as of Q1 2021.

Elm Advisors reported no remaining ChampionX position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 367 ChampionX shares in Q1 2021, an estimated $6K.
Elm Advisors first reported a position in ChampionX in Q3 2018 and held it in 2 quarters.
Elm Advisors's ChampionX position peaked at $69K in Q3 2018.
306 funds tracked by Wall St. Rank held ChampionX as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.