Institutional & Family Asset Management’s C.H. Robinson CHRW Stock Holding History

Institutional & Family Asset Management’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
2023 Q3	–	Sell	-4	Closed	-$377	–	723
2023 Q2	$377	Buy	+4	New	+$387	﹤0.01%	705
2021 Q4	–	Sell	-1,100	Closed	-$96K	–	821
2021 Q3	$96K	Hold	1,100	–	–	0.02%	246
2021 Q2	$103K	Sell	1,100 -1,900	-63%	-$185K	0.02%	239
2021 Q1	$286K	Hold	3,000	–	–	0.06%	148
2020 Q4	$282K	Sell	3,000 -182	-6%	-$17.4K	0.06%	151
2020 Q3	$325K	Hold	3,182	–	–	0.08%	130
2020 Q2	$252K	Buy	3,182 +48	+2%	+$3.62K	0.05%	153
2020 Q1	$207K	Hold	3,134	–	–	0.05%	143
2019 Q4	$245K	Hold	3,134	–	–	0.05%	149
2019 Q3	$266K	Buy	3,134 +372	+13%	+$31.3K	0.06%	140
2019 Q2	$233K	Buy	2,762 +48	+2%	+$4.04K	0.05%	157
2019 Q1	$236K	Buy	2,714 +751	+38%	+$65.9K	0.05%	165
2018 Q4	$165K	Hold	1,963	–	–	0.04%	179
2018 Q3	$192K	Hold	1,963	–	–	0.04%	190
2018 Q2	$164K	Hold	1,963	–	–	0.03%	203
2018 Q1	$184K	Buy	+1,963	New	+$181K	0.04%	175

Other funds holding CHRW

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Institutional & Family Asset Management's CHRW Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of C.H. Robinson (CHRW) in Q3 2023, closing a stake of 4 shares — an estimated $377 sold.

Institutional & Family Asset Management first reported a position in CHRW in Q1 2018 and held it in 16 quarters. The position peaked at $325K in Q3 2020. 602 funds tracked by Wall St. Rank hold CHRW as of Q3 2023.

Institutional & Family Asset Management reported no remaining C.H. Robinson position as of Q3 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 4 C.H. Robinson shares in Q3 2023, an estimated $377.
Institutional & Family Asset Management first reported a position in C.H. Robinson in Q1 2018 and held it in 16 quarters.
Institutional & Family Asset Management's C.H. Robinson position peaked at $325K in Q3 2020.
602 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.