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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Lee Financial's CHRW Position: Q1 2023 in Review

Lee Financial sold out of C.H. Robinson (CHRW) in Q1 2023, closing a stake of 2 shares — an estimated $183 sold.

Lee Financial first reported a position in CHRW in Q4 2016 and held it in 15 quarters. The position peaked at $354K in Q1 2018. 610 funds tracked by Wall St. Rank hold CHRW as of Q1 2023.

Lee Financial reported no remaining C.H. Robinson position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 2 C.H. Robinson shares in Q1 2023, an estimated $183.
Lee Financial first reported a position in C.H. Robinson in Q4 2016 and held it in 15 quarters.
Lee Financial's C.H. Robinson position peaked at $354K in Q1 2018.
610 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.