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

Empirical 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
2023 Q2	–	Sell	-30,959	Closed	-$3.08M	–	470
2023 Q1	$3.08M	Buy	30,959 +2,742	+10%	+$270K	0.13%	110
2022 Q4	$2.58M	Buy	28,217 +3,706	+15%	+$353K	0.12%	118
2022 Q3	$2.36M	Buy	24,511 +6,164	+34%	+$662K	0.12%	117
2022 Q2	$1.86M	Buy	+18,347	New	+$1.92M	0.1%	136
2021 Q1	–	Sell	-2,189	Closed	-$205K	–	399
2020 Q4	$205K	Buy	+2,189	New	+$209K	0.02%	337

Other funds holding CHRW

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

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

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

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Empirical Wealth Management's CHRW Position: Q2 2023 in Review

Empirical Wealth Management sold out of C.H. Robinson (CHRW) in Q2 2023, closing a stake of 30,959 shares — an estimated $3.08M sold.

Empirical Wealth Management first reported a position in CHRW in Q4 2020 and held it in 5 quarters. The position peaked at $3.08M in Q1 2023. 610 funds tracked by Wall St. Rank hold CHRW as of Q2 2023.

Empirical Wealth Management reported no remaining C.H. Robinson position as of Q2 2023 after selling out during the quarter.
Empirical Wealth Management sold 30,959 C.H. Robinson shares in Q2 2023, an estimated $3.08M.
Empirical Wealth Management first reported a position in C.H. Robinson in Q4 2020 and held it in 5 quarters.
Empirical Wealth Management's C.H. Robinson position peaked at $3.08M in Q1 2023.
610 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2023.

Based on Empirical Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.