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EWM
Evermay Wealth Management’s
C.H. Robinson
CHRW
Stock Holding History
Evermay 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
2026
Q1
–
Sell
-124
Closed
-$20K
–
602
2025
Q4
$20K
Hold
124
–
–
﹤0.01%
389
2025
Q3
$16.5K
Sell
124
-1
-0.8%
-$117
﹤0.01%
405
2025
Q2
$12.1K
Hold
125
–
–
﹤0.01%
427
2025
Q1
$12.9K
Hold
125
–
–
﹤0.01%
421
2024
Q4
$13K
Hold
125
–
–
﹤0.01%
413
2024
Q3
$13.9K
Hold
125
–
–
﹤0.01%
430
2024
Q2
$11.1K
Hold
125
–
–
﹤0.01%
445
2024
Q1
$9.59K
Sell
125
-420
-77%
-$32.8K
﹤0.01%
473
2023
Q4
$47.2K
Buy
545
+420
+336%
+$35.2K
0.01%
332
2023
Q3
$10.8K
Hold
125
–
–
﹤0.01%
418
2023
Q2
$11.9K
Hold
125
–
–
﹤0.01%
409
2023
Q1
$12.5K
Hold
125
–
–
﹤0.01%
396
2022
Q4
$11.5K
Hold
125
–
–
﹤0.01%
400
2022
Q3
$12K
Hold
125
–
–
﹤0.01%
377
2022
Q2
$13K
Hold
125
–
–
﹤0.01%
372
2022
Q1
$13K
Hold
125
–
–
﹤0.01%
391
2021
Q4
$13K
Hold
125
–
–
﹤0.01%
384
2021
Q3
$11K
Hold
125
–
–
﹤0.01%
375
2021
Q2
$12K
Buy
+125
New
+$12.2K
﹤0.01%
395
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$1.61T AUM
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1-Year Est. Return
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1-Year Est. Return
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$133B AUM
72.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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