Lee Financial’s C.H. Robinson CHRW Stock Holding History

Lee Financial’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	-2	Closed	-$183	–	825
2022 Q4	$183	Hold	2	–	–	﹤0.01%	889
2022 Q3	$0	Hold	2	–	–	﹤0.01%	845
2022 Q2	$0	Buy	+2	New	+$209	﹤0.01%	873
2022 Q1	–	Sell	-5	Closed	-$1K	–	790
2021 Q4	$1K	Buy	+5	New	+$486	﹤0.01%	827
2019 Q3	–	Sell	-215	Closed	-$18K	–	514
2019 Q2	$18K	Hold	215	–	–	﹤0.01%	269
2019 Q1	$19K	Hold	215	–	–	﹤0.01%	256
2018 Q4	$18K	Hold	215	–	–	﹤0.01%	229
2018 Q3	$21K	Sell	215 -3,407	-94%	-$320K	0.01%	242
2018 Q2	$303K	Sell	3,622 -152	-4%	-$13.6K	0.07%	121
2018 Q1	$354K	Buy	3,774 +3,559	+1,655%	+$328K	0.09%	109
2017 Q4	$19K	Hold	215	–	–	0.01%	255
2017 Q3	$16K	Hold	215	–	–	0.01%	262
2017 Q2	$15K	Hold	215	–	–	0.01%	268
2017 Q1	$17K	Hold	215	–	–	0.01%	223
2016 Q4	$16K	Buy	+215	New	+$15.6K	0.01%	238

Other funds holding CHRW

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

BlackRock New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

Wellington Management Group

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

Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return

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

Parnassus Investments

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

ProShare Advisors

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