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Lake Street Advisors Group’s C.H. Robinson CHRW Stock Holding History

Lake Street Advisors Group’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
2020
Q4 		– Sell
-2,087
Closed -$213K – 316
2020
Q3 		$213K Buy
+2,087
New +$196K 0.02% 255

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lake Street Advisors Group's CHRW Position: Q4 2020 in Review

Lake Street Advisors Group sold out of C.H. Robinson (CHRW) in Q4 2020, closing a stake of 2,087 shares — an estimated $213K sold.

Lake Street Advisors Group first reported a position in CHRW in Q3 2020 and held it in 1 quarter. The position peaked at $213K in Q3 2020. 572 funds tracked by Wall St. Rank hold CHRW as of Q4 2020.

  • Lake Street Advisors Group reported no remaining C.H. Robinson position as of Q4 2020 after selling out during the quarter.
  • Lake Street Advisors Group sold 2,087 C.H. Robinson shares in Q4 2020, an estimated $213K.
  • Lake Street Advisors Group first reported a position in C.H. Robinson in Q3 2020 and held it in 1 quarter.
  • Lake Street Advisors Group's C.H. Robinson position peaked at $213K in Q3 2020.
  • 572 funds tracked by Wall St. Rank held C.H. Robinson as of Q4 2020.

Based on Lake Street Advisors Group's 13F filing for Q4 2020, filed 12 Feb 2021.