HR
CHX

Howe & Rusling’s ChampionX CHX Stock Holding History

Howe & Rusling’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
2022
Q4 		– Sell
-218
Closed -$4K – 448
2022
Q3 		$4K Buy
218
+80
+58% +$1.65K ﹤0.01% 698
2022
Q2 		$3K Hold
138
– – ﹤0.01% 765
2022
Q1 		$3K Sell
138
-123
-47% -$2.85K ﹤0.01% 766
2021
Q4 		$5K Buy
261
+32
+14% +$753 ﹤0.01% 660
2021
Q3 		$5K Buy
229
+30
+15% +$686 ﹤0.01% 631
2021
Q2 		$5K Hold
199
– – ﹤0.01% 604
2021
Q1 		$4K Sell
199
-10
-5% -$194 ﹤0.01% 666
2020
Q4 		$3K Buy
209
+56
+37% +$622 ﹤0.01% 718
2020
Q3 		$1K Buy
153
+33
+28% +$318 ﹤0.01% 761
2020
Q2 		$1K Buy
120
+74
+161% +$678 ﹤0.01% 728
2020
Q1 		$0 Sell
46
-124
-73% -$2.58K ﹤0.01% 788
2019
Q4 		$6K Buy
170
+57
+50% +$1.55K ﹤0.01% 524
2019
Q3 		$3K Buy
113
+9
+9% +$263 ﹤0.01% 620
2019
Q2 		$3K Sell
104
-11
-10% -$399 ﹤0.01% 592
2019
Q1 		$5K Buy
115
+18
+19% +$665 ﹤0.01% 532
2018
Q4 		$3K Hold
97
– – ﹤0.01% 605
2018
Q3 		$4K Buy
97
+62
+177% +$2.6K ﹤0.01% 626
2018
Q2 		$1K Buy
+35
New +$1.43K ﹤0.01% 728

Other funds holding CHX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Howe & Rusling's CHX Position: Q4 2022 in Review

Howe & Rusling sold out of ChampionX (CHX) in Q4 2022, closing a stake of 218 shares — an estimated $4K sold.

Howe & Rusling first reported a position in CHX in Q2 2018 and held it in 18 quarters. The position peaked at $6K in Q4 2019. 387 funds tracked by Wall St. Rank hold CHX as of Q4 2022.

  • Howe & Rusling reported no remaining ChampionX position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 218 ChampionX shares in Q4 2022, an estimated $4K.
  • Howe & Rusling first reported a position in ChampionX in Q2 2018 and held it in 18 quarters.
  • Howe & Rusling's ChampionX position peaked at $6K in Q4 2019.
  • 387 funds tracked by Wall St. Rank held ChampionX as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.