JP Morgan Private Wealth Advisors’s C.H. Robinson CHRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.87M | Sell |
21,677
-2,152
| -9% | -$201K | 0.01% | 758 |
|
|
2023
Q2 | $2.25M | Buy |
23,829
+2,204
| +10% | +$213K | 0.01% | 527 |
|
|
2023
Q1 | $2.15M | Buy |
21,625
+6,184
| +40% | +$609K | ﹤0.01% | 854 |
|
|
2022
Q4 | $1.41M | Buy |
15,441
+3,852
| +33% | +$367K | ﹤0.01% | 978 |
|
|
2022
Q3 | $1.12M | Buy |
11,589
+5,259
| +83% | +$565K | ﹤0.01% | 1080 |
|
|
2022
Q2 | $642K | Sell |
6,330
-9,142
| -59% | -$954K | ﹤0.01% | 1353 |
|
|
2022
Q1 | $1.67M | Buy |
15,472
+116
| +0.8% | +$11.8K | ﹤0.01% | 975 |
|
|
2021
Q4 | $1.65M | Buy |
15,356
+946
| +7% | +$91.9K | ﹤0.01% | 996 |
|
|
2021
Q3 | $1.25M | Sell |
14,410
-853
| -6% | -$77.2K | ﹤0.01% | 1111 |
|
|
2021
Q2 | $1.43M | Buy |
15,263
+11
| +0.1% | +$1.07K | ﹤0.01% | 1020 |
|
|
2021
Q1 | $1.46M | Sell |
15,252
-2,205
| -13% | -$206K | ﹤0.01% | 885 |
|
|
2020
Q4 | $1.64M | Sell |
17,457
-8,573
| -33% | -$818K | 0.01% | 817 |
|
|
2020
Q3 | $2.66M | Buy |
26,030
+6,272
| +32% | +$589K | 0.01% | 573 |
|
|
2020
Q2 | $1.56M | Sell |
19,758
-5,060
| -20% | -$382K | 0.01% | 654 |
|
|
2020
Q1 | $1.64M | Sell |
24,818
-5,410
| -18% | -$389K | 0.01% | 583 |
|
|
2019
Q4 | $2.36M | Sell |
30,228
-23,854
| -44% | -$1.9M | 0.01% | 584 |
|
|
2019
Q3 | $4.58M | Buy |
54,082
+13,784
| +34% | +$1.16M | 0.02% | 420 |
|
|
2019
Q2 | $3.4M | Sell |
40,298
-6,911
| -15% | -$581K | 0.02% | 473 |
|
|
2019
Q1 | $4.11M | Sell |
47,209
-214
| -0.5% | -$18.8K | 0.02% | 448 |
|
|
2018
Q4 | $3.99M | Sell |
47,423
-5,131
| -10% | -$459K | 0.02% | 408 |
|
|
2018
Q3 | $5.15M | Buy |
52,554
+4,359
| +9% | +$409K | 0.03% | 422 |
|
|
2018
Q2 | $4.03M | Buy |
48,195
+10,553
| +28% | +$942K | 0.02% | 445 |
|
|
2018
Q1 | $3.53M | Buy |
37,642
+424
| +1% | +$39.1K | 0.02% | 383 |
|
|
2017
Q4 | $3.32M | Buy |
37,218
+23,923
| +180% | +$1.95M | 0.02% | 390 |
|
|
2017
Q3 | $1.01M | Buy |
13,295
+1,910
| +17% | +$132K | 0.01% | 631 |
|
|
2017
Q2 | $782K | Buy |
11,385
+8,366
| +277% | +$593K | 0.01% | 682 |
|
|
2017
Q1 | $233K | Sell |
3,019
-336
| -10% | -$25.8K | ﹤0.01% | 1178 |
|
|
2016
Q4 | $246K | Sell |
3,355
-1,587
| -32% | -$115K | ﹤0.01% | 1083 |
|
|
2016
Q3 | $348K | Sell |
4,942
-10,297
| -68% | -$722K | ﹤0.01% | 926 |
|
|
2016
Q2 | $1.13M | Sell |
15,239
-6,057
| -28% | -$443K | 0.01% | 567 |
|
|
2016
Q1 | $1.58M | Buy |
21,296
+12,225
| +135% | +$839K | 0.02% | 454 |
|
|
2015
Q4 | $562K | Buy |
9,071
+4,565
| +101% | +$307K | 0.01% | 657 |
|
|
2015
Q3 | $305K | Sell |
4,506
-9,157
| -67% | -$615K | ﹤0.01% | 790 |
|
|
2015
Q2 | $852K | Sell |
13,663
-6,983
| -34% | -$460K | 0.01% | 543 |
|
|
2015
Q1 | $1.51M | Buy |
20,646
+2,860
| +16% | +$209K | 0.02% | 433 |
|
|
2014
Q4 | $1.33M | Sell |
17,786
-1,412
| -7% | -$101K | 0.02% | 464 |
|
|
2014
Q3 | $1.27M | Buy |
+19,198
| New | +$1.28M | 0.02% | 452 |
|
Other funds holding CHRW
AA
CCP
JP Morgan Private Wealth Advisors's CHRW Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its C.H. Robinson (CHRW) stake by 9% in Q3 2023, selling an estimated $201K and leaving 21,677 shares worth $1.87M. The position accounts for 0.01% of the portfolio, ranked #758.
JP Morgan Private Wealth Advisors first reported a position in CHRW in Q3 2014 and has held it in 37 quarters since. The position peaked at $5.15M in Q3 2018. 603 funds tracked by Wall St. Rank hold CHRW as of Q3 2023.
- JP Morgan Private Wealth Advisors held 21,677 shares of C.H. Robinson worth $1.87M as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 2,152 C.H. Robinson shares in Q3 2023, an estimated $201K.
- C.H. Robinson made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #758 holding.
- JP Morgan Private Wealth Advisors first reported a position in C.H. Robinson in Q3 2014 and has held it in 37 quarters since.
- JP Morgan Private Wealth Advisors's C.H. Robinson position peaked at $5.15M in Q3 2018.
- 603 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.