Kula Investments’s C.H. Robinson CHRW Stock Holding History

Kula Investments’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 Q1	–	Sell	-9,206	Closed	-$843K	–	638
2022 Q4	$843K	Buy	+9,206	New	+$877K	0.25%	84

Other funds holding CHRW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Kula Investments's CHRW Position: Q1 2023 in Review

Kula Investments sold out of C.H. Robinson (CHRW) in Q1 2023, closing a stake of 9,206 shares — an estimated $843K sold.

Kula Investments first reported a position in CHRW in Q4 2022 and held it in 1 quarter. The position peaked at $843K in Q4 2022. 610 funds tracked by Wall St. Rank hold CHRW as of Q1 2023.

Kula Investments reported no remaining C.H. Robinson position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 9,206 C.H. Robinson shares in Q1 2023, an estimated $843K.
Kula Investments first reported a position in C.H. Robinson in Q4 2022 and held it in 1 quarter.
Kula Investments's C.H. Robinson position peaked at $843K in Q4 2022.
610 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.