Financial Gravity Asset Management’s C.H. Robinson CHRW Stock Holding History

Financial Gravity Asset 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
2024 Q1	–	Sell	-2	Closed	-$156	–	1209
2023 Q4	$156	Buy	+2	New	+$168	﹤0.01%	1064
2021 Q3	$87K	Hold	2	–	–	0.04%	392
2021 Q2	$94K	Buy	+2	New	+$195	0.03%	361
2020 Q4	$2K	Buy	+25	New	+$2.38K	﹤0.01%	305
2019 Q4	$78K	Sell	3 -5	-63%	-$398	0.05%	430
2019 Q3	$1K	Buy	8 +1	+14%	+$84	﹤0.01%	990
2019 Q2	$1K	Buy	7 +2	+40%	+$168	﹤0.01%	1014
2019 Q1	$0	Buy	+5	New	+$439	﹤0.01%	1338
2018 Q3	$56K	Sell	638 -35	-5%	-$3.28K	0.06%	289
2018 Q2	$64K	Buy	+673	New	+$60.1K	0.06%	270

Other funds holding CHRW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Financial Gravity Asset Management's CHRW Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of C.H. Robinson (CHRW) in Q1 2024, closing a stake of 2 shares — an estimated $156 sold.

Financial Gravity Asset Management first reported a position in CHRW in Q2 2018 and held it in 10 quarters. The position peaked at $94K in Q2 2021. 589 funds tracked by Wall St. Rank hold CHRW as of Q1 2024.

Financial Gravity Asset Management reported no remaining C.H. Robinson position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 2 C.H. Robinson shares in Q1 2024, an estimated $156.
Financial Gravity Asset Management first reported a position in C.H. Robinson in Q2 2018 and held it in 10 quarters.
Financial Gravity Asset Management's C.H. Robinson position peaked at $94K in Q2 2021.
589 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.