JCM
CHX

Jacobi Capital Management’s ChampionX CHX Stock Holding History

Jacobi Capital Management’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
2019
Q1 		– Sell
-150
Closed -$4K – 986
2018
Q4 		$4K Hold
150
– – ﹤0.01% 782
2018
Q3 		$7K Hold
150
– – ﹤0.01% 738
2018
Q2 		$6K Buy
+150
New +$6.14K ﹤0.01% 780

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Jacobi Capital Management's CHX Position: Q1 2019 in Review

Jacobi Capital Management sold out of ChampionX (CHX) in Q1 2019, closing a stake of 150 shares — an estimated $4K sold.

Jacobi Capital Management first reported a position in CHX in Q2 2018 and held it in 3 quarters. The position peaked at $7K in Q3 2018. 370 funds tracked by Wall St. Rank hold CHX as of Q1 2019.

  • Jacobi Capital Management reported no remaining ChampionX position as of Q1 2019 after selling out during the quarter.
  • Jacobi Capital Management sold 150 ChampionX shares in Q1 2019, an estimated $4K.
  • Jacobi Capital Management first reported a position in ChampionX in Q2 2018 and held it in 3 quarters.
  • Jacobi Capital Management's ChampionX position peaked at $7K in Q3 2018.
  • 370 funds tracked by Wall St. Rank held ChampionX as of Q1 2019.

Based on Jacobi Capital Management's 13F filing for Q1 2019, filed 13 May 2019.