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Kaizen Advisory’s C.H. Robinson CHRW Stock Holding History

Kaizen Advisory’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
2018
Q4 		$29K Buy
345
+16
+5% +$1.43K 0.02% 436
2018
Q3 		$32K Hold
329
– – 0.02% 442
2018
Q2 		$28K Buy
329
+199
+153% +$17.8K 0.01% 458
2018
Q1 		$12K Hold
130
– – 0.01% 440
2017
Q4 		$12K Buy
+130
New +$10.6K 0.01% 437

Other funds holding CHRW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kaizen Advisory's CHRW Position: Q4 2018 in Review

Kaizen Advisory increased its C.H. Robinson (CHRW) stake by 4.9% in Q4 2018, buying an estimated $1.43K and bringing the position to 345 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #436.

Kaizen Advisory first reported a position in CHRW in Q4 2017 and has held it in 5 quarters since. The position peaked at $32K in Q3 2018. 579 funds tracked by Wall St. Rank hold CHRW as of Q4 2018.

  • Kaizen Advisory held 345 shares of C.H. Robinson worth $29K as of Q4 2018.
  • Kaizen Advisory bought 16 C.H. Robinson shares in Q4 2018, an estimated $1.43K.
  • C.H. Robinson made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #436 holding.
  • Kaizen Advisory first reported a position in C.H. Robinson in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's C.H. Robinson position peaked at $32K in Q3 2018.
  • 579 funds tracked by Wall St. Rank held C.H. Robinson as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.