IEQ Capital’s City Holding Co CHCO Stock Holding History

IEQ Capital’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
2025 Q1	–	Sell	-1,755	Closed	-$208K	–	1633
2024 Q4	$208K	Sell	1,755 -209	-11%	-$25.8K	﹤0.01%	1190
2024 Q3	$231K	Buy	+1,964	New	+$227K	﹤0.01%	1019

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CHC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IEQ Capital's CHCO Position: Q1 2025 in Review

IEQ Capital sold out of City Holding Co (CHCO) in Q1 2025, closing a stake of 1,755 shares — an estimated $208K sold.

IEQ Capital first reported a position in CHCO in Q3 2024 and held it in 2 quarters. The position peaked at $231K in Q3 2024. 219 funds tracked by Wall St. Rank hold CHCO as of Q1 2025.

IEQ Capital reported no remaining City Holding Co position as of Q1 2025 after selling out during the quarter.
IEQ Capital sold 1,755 City Holding Co shares in Q1 2025, an estimated $208K.
IEQ Capital first reported a position in City Holding Co in Q3 2024 and held it in 2 quarters.
IEQ Capital's City Holding Co position peaked at $231K in Q3 2024.
219 funds tracked by Wall St. Rank held City Holding Co as of Q1 2025.

Based on IEQ Capital's 13F filing for Q1 2025, filed 14 May 2025.