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

Lenox Wealth Management’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
2020
Q2 		$1.24M Buy
15,647
+3,353
+27% +$253K 0.38% 51
2020
Q1 		$813K Buy
12,294
+710
+6% +$51K 0.28% 54
2019
Q4 		$906K Buy
11,584
+524
+5% +$41.7K 0.25% 63
2019
Q3 		$937K Buy
11,060
+335
+3% +$28.2K 0.27% 56
2019
Q2 		$904K Buy
10,725
+81
+0.8% +$6.81K 0.27% 59
2019
Q1 		$926K Buy
10,644
+10,522
+8,625% +$924K 0.29% 57
2018
Q4 		$10K Sell
122
-22
-15% -$1.97K ﹤0.01% 386
2018
Q3 		$14K Buy
144
+72
+100% +$6.75K ﹤0.01% 366
2018
Q2 		$6K Sell
72
-37
-34% -$3.3K ﹤0.01% 411
2018
Q1 		$10K Hold
109
– – ﹤0.01% 356
2017
Q4 		$10K Hold
109
– – ﹤0.01% 385
2017
Q3 		$8K Hold
109
– – ﹤0.01% 414
2017
Q2 		$7K Buy
+109
New +$7.72K ﹤0.01% 402

Other funds holding CHRW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lenox Wealth Management's CHRW Position: Q2 2020 in Review

Lenox Wealth Management increased its C.H. Robinson (CHRW) stake by 27% in Q2 2020, buying an estimated $253K and bringing the position to 15,647 shares worth $1.24M. The position accounts for 0.38% of the portfolio, ranked #51.

Lenox Wealth Management first reported a position in CHRW in Q2 2017 and has held it in 13 quarters since. 548 funds tracked by Wall St. Rank hold CHRW as of Q2 2020.

  • Lenox Wealth Management held 15,647 shares of C.H. Robinson worth $1.24M as of Q2 2020.
  • Lenox Wealth Management bought 3,353 C.H. Robinson shares in Q2 2020, an estimated $253K.
  • C.H. Robinson made up 0.38% of Lenox Wealth Management's portfolio in Q2 2020, its #51 holding.
  • Lenox Wealth Management first reported a position in C.H. Robinson in Q2 2017 and has held it in 13 quarters since.
  • 548 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.