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First Personal Financial Services’s C.H. Robinson CHRW Stock Holding History

First Personal Financial Services’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
Q3 		$1.05M Sell
9,525
-74
-0.8% -$7.19K 0.22% 71
2024
Q2 		$846K Hold
9,599
– – 0.19% 71
2024
Q1 		$731K Sell
9,599
-259
-3% -$20.3K 0.17% 71
2023
Q4 		$852K Sell
9,858
-1,738
-15% -$146K 0.21% 67
2023
Q3 		$999K Sell
11,596
-30
-0.3% -$2.8K 0.26% 62
2023
Q2 		$1.1M Sell
11,626
-82
-0.7% -$7.93K 0.27% 64
2023
Q1 		$1.16M Hold
11,708
– – 0.3% 61
2022
Q4 		$1.07M Hold
11,708
– – 0.29% 61
2022
Q3 		$1.13M Sell
11,708
-100
-0.8% -$10.7K 0.33% 60
2022
Q2 		$1.2M Sell
11,808
-243
-2% -$25.4K 0.34% 62
2022
Q1 		$1.3M Hold
12,051
– – 0.3% 65
2021
Q4 		$1.3M Hold
12,051
– – 0.29% 67
2021
Q3 		$1.05M Hold
12,051
– – 0.26% 67
2021
Q2 		$1.13M Sell
12,051
-416
-3% -$40.6K 0.29% 65
2021
Q1 		$1.19M Sell
12,467
-129
-1% -$12K 0.33% 61
2020
Q4 		$1.18M Hold
12,596
– – 0.34% 61
2020
Q3 		$1.29M Sell
12,596
-541
-4% -$50.8K 0.41% 56
2020
Q2 		$1.04M Buy
13,137
+1
+0% +$75 0.36% 59
2020
Q1 		$870K Sell
13,136
-1,292
-9% -$92.8K 0.34% 61
2019
Q4 		$1.13M Buy
14,428
+782
+6% +$62.3K 0.37% 60
2019
Q3 		$1.16M Buy
13,646
+1,976
+17% +$166K 0.36% 62
2019
Q2 		$984K Buy
11,670
+565
+5% +$47.5K 0.28% 76
2019
Q1 		$966K Buy
11,105
+100
+0.9% +$8.78K 0.29% 75
2018
Q4 		$925K Buy
11,005
+300
+3% +$26.9K 0.32% 71
2018
Q3 		$1.05M Sell
10,705
-630
-6% -$59.1K 0.33% 70
2018
Q2 		$948K Sell
11,335
-321
-3% -$28.6K 0.32% 70
2018
Q1 		$1.09M Sell
11,656
-3,367
-22% -$310K 0.24% 97
2017
Q4 		$1.34M Sell
15,023
-1,071
-7% -$87.4K 0.26% 91
2017
Q3 		$1.23M Buy
16,094
+1
+0% +$69 0.26% 89
2017
Q2 		$1.1M Buy
16,093
+7,485
+87% +$530K 0.24% 93
2017
Q1 		$665K Buy
8,608
+800
+10% +$61.5K 0.16% 106
2016
Q4 		$572K Sell
7,808
-465
-6% -$33.6K 0.15% 113
2016
Q3 		$583K Buy
8,273
+76
+0.9% +$5.33K 0.17% 106
2016
Q2 		$609K Sell
8,197
-82
-1% -$6K 0.21% 102
2016
Q1 		$615K Buy
8,279
+2,317
+39% +$159K 0.3% 80
2015
Q4 		$370K Buy
5,962
+500
+9% +$33.7K 0.21% 94
2015
Q3 		$371K Sell
5,462
-395
-7% -$26.5K 0.22% 90
2015
Q2 		$366K Buy
5,857
+13
+0.2% +$856 0.22% 95
2015
Q1 		$428K Sell
5,844
-485
-8% -$35.4K 0.26% 89
2014
Q4 		$473K Buy
+6,329
New +$452K 0.28% 86

Other funds holding CHRW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Personal Financial Services's CHRW Position: Q3 2024 in Review

First Personal Financial Services reduced its C.H. Robinson (CHRW) stake by 0.77% in Q3 2024, selling an estimated $7.19K and leaving 9,525 shares worth $1.05M. The position accounts for 0.22% of the portfolio, ranked #71.

First Personal Financial Services first reported a position in CHRW in Q4 2014 and has held it in 40 quarters since. The position peaked at $1.34M in Q4 2017. 642 funds tracked by Wall St. Rank hold CHRW as of Q3 2024.

  • First Personal Financial Services held 9,525 shares of C.H. Robinson worth $1.05M as of Q3 2024.
  • First Personal Financial Services sold 74 C.H. Robinson shares in Q3 2024, an estimated $7.19K.
  • C.H. Robinson made up 0.22% of First Personal Financial Services's portfolio in Q3 2024, its #71 holding.
  • First Personal Financial Services first reported a position in C.H. Robinson in Q4 2014 and has held it in 40 quarters since.
  • First Personal Financial Services's C.H. Robinson position peaked at $1.34M in Q4 2017.
  • 642 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.