Laffer Tengler Investments’s C.H. Robinson CHRW Stock Holding History

Laffer Tengler 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
2024 Q3	–	Sell	-27	Closed	-$2.41K	–	209
2024 Q2	$2.41K	Hold	27	–	–	﹤0.01%	362
2024 Q1	$2.06K	Buy	+27	New	+$2.11K	﹤0.01%	376
2022 Q4	–	Sell	-20	Closed	-$1.95K	–	428
2022 Q3	$1.95K	Hold	20	–	–	﹤0.01%	367
2022 Q2	$2.05K	Hold	20	–	–	﹤0.01%	334
2022 Q1	$2.18K	Hold	20	–	–	﹤0.01%	368
2021 Q4	$2.18K	Hold	20	–	–	﹤0.01%	339
2021 Q3	$1.76K	Buy	+20	New	+$1.81K	﹤0.01%	440
2016 Q4	–	Sell	-14,442	Closed	-$1.02M	–	229
2016 Q3	$1.02M	Hold	14,442	–	–	0.28%	149
2016 Q2	$1.07M	Buy	+14,442	New	+$1.06M	0.3%	140

Other funds holding CHRW

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Laffer Tengler Investments's CHRW Position: Q3 2024 in Review

Laffer Tengler Investments sold out of C.H. Robinson (CHRW) in Q3 2024, closing a stake of 27 shares — an estimated $2.41K sold.

Laffer Tengler Investments first reported a position in CHRW in Q2 2016 and held it in 9 quarters. The position peaked at $1.07M in Q2 2016. 643 funds tracked by Wall St. Rank hold CHRW as of Q3 2024.

Laffer Tengler Investments reported no remaining C.H. Robinson position as of Q3 2024 after selling out during the quarter.
Laffer Tengler Investments sold 27 C.H. Robinson shares in Q3 2024, an estimated $2.41K.
Laffer Tengler Investments first reported a position in C.H. Robinson in Q2 2016 and held it in 9 quarters.
Laffer Tengler Investments's C.H. Robinson position peaked at $1.07M in Q2 2016.
643 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.