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Jackson Creek Investment Advisors’s City Holding Co CHCO Stock Holding History

Jackson Creek Investment Advisors’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
2024
Q3 		– Sell
-9,456
Closed -$1M – 305
2024
Q2 		$1M Sell
9,456
-16
-0.2% -$1.65K 0.37% 146
2024
Q1 		$987K Sell
9,472
-20
-0.2% -$2.06K 0.35% 162
2023
Q4 		$1.05M Buy
+9,492
New +$929K 0.4% 90

Other funds holding CHCO

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
State Street
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jackson Creek Investment Advisors's CHCO Position: Q3 2024 in Review

Jackson Creek Investment Advisors sold out of City Holding Co (CHCO) in Q3 2024, closing a stake of 9,456 shares — an estimated $1M sold.

Jackson Creek Investment Advisors first reported a position in CHCO in Q4 2023 and held it in 3 quarters. The position peaked at $1.05M in Q4 2023. 207 funds tracked by Wall St. Rank hold CHCO as of Q3 2024.

  • Jackson Creek Investment Advisors reported no remaining City Holding Co position as of Q3 2024 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 9,456 City Holding Co shares in Q3 2024, an estimated $1M.
  • Jackson Creek Investment Advisors first reported a position in City Holding Co in Q4 2023 and held it in 3 quarters.
  • Jackson Creek Investment Advisors's City Holding Co position peaked at $1.05M in Q4 2023.
  • 207 funds tracked by Wall St. Rank held City Holding Co as of Q3 2024.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.