Leeward Investments’s City Holding Co CHCO Stock Holding History

Leeward Investments’s Portfolio CHCO Stock Details CHCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.61M	Sell	72,058 -1,986	-3%	-$242K	0.42%	103
2025 Q4	$8.83M	Sell	74,044 -381	-0.5%	-$46.3K	0.45%	102
2025 Q3	$9.22M	Sell	74,425 -1,672	-2%	-$210K	0.47%	98
2025 Q2	$9.32M	Sell	76,097 -2,918	-4%	-$342K	0.5%	91
2025 Q1	$9.28M	Sell	79,015 -3,506	-4%	-$414K	0.49%	90
2024 Q4	$9.78M	Sell	82,521 -6,138	-7%	-$759K	0.49%	92
2024 Q3	$10.4M	Sell	88,659 -298	-0.3%	-$34.5K	0.48%	95
2024 Q2	$9.45M	Buy	88,957 +4,725	+6%	+$486K	0.43%	112
2024 Q1	$8.78M	Sell	84,232 -3,618	-4%	-$373K	0.39%	123
2023 Q4	$9.69M	Sell	87,850 -694	-0.8%	-$67.9K	0.45%	105
2023 Q3	$8M	Sell	88,544 -6,758	-7%	-$627K	0.41%	118
2023 Q2	$8.58M	Sell	95,302 -2,549	-3%	-$231K	0.4%	117
2023 Q1	$8.89M	Buy	+97,851	New	+$9.25M	0.41%	121

Other funds holding CHCO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

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

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return