Heritage Trust’s ChampionX CHX Stock Holding History

Heritage Trust’s Portfolio CHX Stock Details CHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-10	Closed	–	–	218
2018 Q4	$0	Hold	10	–	–	﹤0.01%	449
2018 Q3	$0	Hold	10	–	–	﹤0.01%	433
2018 Q2	$0	Buy	+10	New	+$409	﹤0.01%	404

Other funds holding CHX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RR Partners New York $929M AUM 110.28% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Heritage Trust's CHX Position: Q1 2019 in Review

Heritage Trust sold out of ChampionX (CHX) in Q1 2019, closing a stake of 10 shares.

Heritage Trust first reported a position in CHX in Q2 2018 and held it in 3 quarters. The position peaked at $0 in Q4 2018. 370 funds tracked by Wall St. Rank hold CHX as of Q1 2019.

Heritage Trust reported no remaining ChampionX position as of Q1 2019 after selling out during the quarter.
Heritage Trust sold 10 ChampionX shares in Q1 2019.
Heritage Trust first reported a position in ChampionX in Q2 2018 and held it in 3 quarters.
Heritage Trust's ChampionX position peaked at $0 in Q4 2018.
370 funds tracked by Wall St. Rank held ChampionX as of Q1 2019.

Based on Heritage Trust's 13F filing for Q1 2019, filed 15 May 2019.