EMFAT
CHX

Emerald Mutual Fund Advisers Trust’s ChampionX CHX Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2024
Q1 		– Sell
-145,305
Closed -$4.24M – 233
2023
Q4 		$4.24M Sell
145,305
-266,763
-65% -$8.25M 0.22% 111
2023
Q3 		$14.7M Sell
412,068
-251,994
-38% -$8.95M 0.89% 44
2023
Q2 		$20.6M Buy
664,062
+110,358
+20% +$3.04M 1.12% 29
2023
Q1 		$15M Buy
553,704
+91,226
+20% +$2.73M 0.89% 43
2022
Q4 		$13.4M Buy
+462,478
New +$12.8M 0.83% 52

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Emerald Mutual Fund Advisers Trust's CHX Position: Q1 2024 in Review

Emerald Mutual Fund Advisers Trust sold out of ChampionX (CHX) in Q1 2024, closing a stake of 145,305 shares — an estimated $4.24M sold.

Emerald Mutual Fund Advisers Trust first reported a position in CHX in Q4 2022 and held it in 5 quarters. The position peaked at $20.6M in Q2 2023. 400 funds tracked by Wall St. Rank hold CHX as of Q1 2024.

  • Emerald Mutual Fund Advisers Trust reported no remaining ChampionX position as of Q1 2024 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 145,305 ChampionX shares in Q1 2024, an estimated $4.24M.
  • Emerald Mutual Fund Advisers Trust first reported a position in ChampionX in Q4 2022 and held it in 5 quarters.
  • Emerald Mutual Fund Advisers Trust's ChampionX position peaked at $20.6M in Q2 2023.
  • 400 funds tracked by Wall St. Rank held ChampionX as of Q1 2024.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2024, filed 8 May 2024.