Heck Capital Advisors’s C.H. Robinson CHRW Stock Holding History

Heck Capital Advisors’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
2025 Q1	–	Sell	-157	Closed	-$16.2K	–	234
2024 Q4	$16.2K	Buy	+157	New	+$16.9K	﹤0.01%	210

Other funds holding CHRW

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Heck Capital Advisors's CHRW Position: Q1 2025 in Review

Heck Capital Advisors sold out of C.H. Robinson (CHRW) in Q1 2025, closing a stake of 157 shares — an estimated $16.2K sold.

Heck Capital Advisors first reported a position in CHRW in Q4 2024 and held it in 1 quarter. The position peaked at $16.2K in Q4 2024. 692 funds tracked by Wall St. Rank hold CHRW as of Q1 2025.

Heck Capital Advisors reported no remaining C.H. Robinson position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 157 C.H. Robinson shares in Q1 2025, an estimated $16.2K.
Heck Capital Advisors first reported a position in C.H. Robinson in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's C.H. Robinson position peaked at $16.2K in Q4 2024.
692 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.