Homrich & Berg’s City Holding Co CHCO Stock Holding History

Homrich & Berg’s Portfolio CHCO Stock Details CHCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,277	Closed	-$351K	–	312
2019 Q4	$351K	Buy	+4,277	New	+$339K	0.02%	273

Other funds holding CHCO

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Homrich & Berg's CHCO Position: Q1 2020 in Review

Homrich & Berg sold out of City Holding Co (CHCO) in Q1 2020, closing a stake of 4,277 shares — an estimated $351K sold.

Homrich & Berg first reported a position in CHCO in Q4 2019 and held it in 1 quarter. The position peaked at $351K in Q4 2019. 149 funds tracked by Wall St. Rank hold CHCO as of Q1 2020.

Homrich & Berg reported no remaining City Holding Co position as of Q1 2020 after selling out during the quarter.
Homrich & Berg sold 4,277 City Holding Co shares in Q1 2020, an estimated $351K.
Homrich & Berg first reported a position in City Holding Co in Q4 2019 and held it in 1 quarter.
Homrich & Berg's City Holding Co position peaked at $351K in Q4 2019.
149 funds tracked by Wall St. Rank held City Holding Co as of Q1 2020.

Based on Homrich & Berg's 13F filing for Q1 2020, filed 8 May 2020.