GI
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Gradient Investments’s C.H. Robinson CHRW Stock Holding History

Gradient Investments’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 		– Sell
-80
Closed -$7.05K – 464
2024
Q2 		$7.05K Buy
80
+70
+700% +$5.59K ﹤0.01% 800
2024
Q1 		$761 Hold
10
– – ﹤0.01% 950
2023
Q4 		$864 Hold
10
– – ﹤0.01% 1470
2023
Q3 		$861 Hold
10
– – ﹤0.01% 1417
2023
Q2 		$944 Buy
+10
New +$967 ﹤0.01% 1380
2021
Q1 		– Sell
-25
Closed -$3K – 1166
2020
Q4 		$3K Hold
25
– – ﹤0.01% 877
2020
Q3 		$3K Hold
25
– – ﹤0.01% 883
2020
Q2 		$2K Sell
25
-4
-14% -$302 ﹤0.01% 867
2020
Q1 		$2K Buy
29
+4
+16% +$287 ﹤0.01% 896
2019
Q4 		$2K Sell
25
-44
-64% -$3.5K ﹤0.01% 924
2019
Q3 		$6K Sell
69
-107,095
-100% -$9M ﹤0.01% 763
2019
Q2 		$9.04M Buy
107,164
+23,632
+28% +$1.99M 0.46% 60
2019
Q1 		$7.27M Buy
+83,532
New +$7.34M 0.47% 67
2018
Q2 		– Sell
-3
Closed – – 1004
2018
Q1 		$0 Sell
3
-6
-67% -$553 ﹤0.01% 1023
2017
Q4 		$1K Buy
+9
New +$735 ﹤0.01% 873
2017
Q3 		– Sell
-1
Closed – – 301
2017
Q2 		$0 Buy
+1
New +$71 ﹤0.01% 802
2015
Q2 		– Sell
-37
Closed -$3K – 633
2015
Q1 		$3K Hold
37
– – ﹤0.01% 505
2014
Q4 		$3K Buy
+37
New +$2.64K ﹤0.01% 450

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 $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gradient Investments's CHRW Position: Q3 2024 in Review

Gradient Investments sold out of C.H. Robinson (CHRW) in Q3 2024, closing a stake of 80 shares — an estimated $7.05K sold.

Gradient Investments first reported a position in CHRW in Q4 2014 and held it in 18 quarters. The position peaked at $9.04M in Q2 2019. 643 funds tracked by Wall St. Rank hold CHRW as of Q3 2024.

  • Gradient Investments reported no remaining C.H. Robinson position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 80 C.H. Robinson shares in Q3 2024, an estimated $7.05K.
  • Gradient Investments first reported a position in C.H. Robinson in Q4 2014 and held it in 18 quarters.
  • Gradient Investments's C.H. Robinson position peaked at $9.04M in Q2 2019.
  • 643 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.