Lenox Wealth Advisors’s C.H. Robinson CHRW Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	–	Sell	-7	Closed	-$1K	–	800
2021 Q4	$1K	Buy	+7	New	+$680	﹤0.01%	817
2021 Q3	–	Sell	-54	Closed	-$5K	–	721
2021 Q2	$5K	Hold	54	–	–	﹤0.01%	545
2021 Q1	$5K	Hold	54	–	–	﹤0.01%	493
2020 Q4	$5K	Hold	54	–	–	﹤0.01%	497
2020 Q3	$6K	Hold	54	–	–	﹤0.01%	425
2020 Q2	$4K	Hold	54	–	–	﹤0.01%	455
2020 Q1	$4K	Sell	54 -114	-68%	-$8.19K	﹤0.01%	447
2019 Q4	$13K	Sell	168 -147	-47%	-$11.7K	﹤0.01%	384
2019 Q3	$27K	Hold	315	–	–	﹤0.01%	236
2019 Q2	$27K	Hold	315	–	–	﹤0.01%	192
2019 Q1	$27K	Hold	315	–	–	0.01%	181
2018 Q4	$26K	Sell	315 -115	-27%	-$10.3K	0.01%	175
2018 Q3	$42K	Hold	430	–	–	0.01%	148
2018 Q2	$36K	Sell	430 -1,406	-77%	-$125K	0.01%	177
2018 Q1	$172K	Buy	1,836 +1,019	+125%	+$93.9K	0.04%	70
2017 Q4	$73K	Buy	+817	New	+$66.7K	0.02%	86
2015 Q4	–	Sell	-107	Closed	-$7K	–	512
2015 Q3	$7K	Hold	107	–	–	﹤0.01%	213
2015 Q2	$7K	Hold	107	–	–	﹤0.01%	174
2015 Q1	$8K	Hold	107	–	–	﹤0.01%	176
2014 Q4	$8K	Hold	107	–	–	﹤0.01%	184
2014 Q3	$7K	Buy	+107	New	+$7.13K	﹤0.01%	198

Other funds holding CHRW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lenox Wealth Advisors's CHRW Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of C.H. Robinson (CHRW) in Q1 2022, closing a stake of 7 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in CHRW in Q3 2014 and held it in 21 quarters. The position peaked at $172K in Q1 2018. 628 funds tracked by Wall St. Rank hold CHRW as of Q1 2022.

Lenox Wealth Advisors reported no remaining C.H. Robinson position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 7 C.H. Robinson shares in Q1 2022, an estimated $1K.
Lenox Wealth Advisors first reported a position in C.H. Robinson in Q3 2014 and held it in 21 quarters.
Lenox Wealth Advisors's C.H. Robinson position peaked at $172K in Q1 2018.
628 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.