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	-314	Closed	-$32.4K	–	334
2024 Q4	$32.4K	Buy	+314	New	+$33.8K	﹤0.01%	428

Other funds holding CHRW

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 314 shares — an estimated $32.4K sold.

Heck Capital Advisors first reported a position in CHRW in Q4 2024 and held it in 1 quarter. The position peaked at $32.4K in Q4 2024. 693 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 314 C.H. Robinson shares in Q1 2025, an estimated $32.4K.
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 $32.4K in Q4 2024.
693 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.