LF
CHX

Lee Financial’s ChampionX CHX Stock Holding History

Lee Financial’s Portfolio CHX Stock Details CHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-250
Closed -$7.3K – 270
2023
Q4 		$7.3K Hold
250
– – ﹤0.01% 480
2023
Q3 		$8.9K Hold
250
– – ﹤0.01% 428
2023
Q2 		$7.76K Hold
250
– – ﹤0.01% 449
2023
Q1 		$6.78K Hold
250
– – ﹤0.01% 480
2022
Q4 		$7.25K Hold
250
– – ﹤0.01% 504
2022
Q3 		$5K Sell
250
-8
-3% -$165 ﹤0.01% 529
2022
Q2 		$5K Buy
+258
New +$5.83K ﹤0.01% 547

Other funds holding CHX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lee Financial's CHX Position: Q1 2024 in Review

Lee Financial sold out of ChampionX (CHX) in Q1 2024, closing a stake of 250 shares — an estimated $7.3K sold.

Lee Financial first reported a position in CHX in Q2 2022 and held it in 7 quarters. The position peaked at $8.9K in Q3 2023. 400 funds tracked by Wall St. Rank hold CHX as of Q1 2024.

  • Lee Financial reported no remaining ChampionX position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 250 ChampionX shares in Q1 2024, an estimated $7.3K.
  • Lee Financial first reported a position in ChampionX in Q2 2022 and held it in 7 quarters.
  • Lee Financial's ChampionX position peaked at $8.9K in Q3 2023.
  • 400 funds tracked by Wall St. Rank held ChampionX as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.