LGL Partners’s ChargePoint CHPT Stock Holding History

LGL Partners’s Portfolio CHPT Stock Details CHPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,500	Closed	-$74.9K	–	65
2024 Q4	$74.9K	Buy	+3,500	New	+$86.6K	0.01%	124

Other funds holding CHPT

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LGL Partners's CHPT Position: Q1 2025 in Review

LGL Partners sold out of ChargePoint (CHPT) in Q1 2025, closing a stake of 3,500 shares — an estimated $74.9K sold.

LGL Partners first reported a position in CHPT in Q4 2024 and held it in 1 quarter. The position peaked at $74.9K in Q4 2024. 287 funds tracked by Wall St. Rank hold CHPT as of Q1 2025.

LGL Partners reported no remaining ChargePoint position as of Q1 2025 after selling out during the quarter.
LGL Partners sold 3,500 ChargePoint shares in Q1 2025, an estimated $74.9K.
LGL Partners first reported a position in ChargePoint in Q4 2024 and held it in 1 quarter.
LGL Partners's ChargePoint position peaked at $74.9K in Q4 2024.
287 funds tracked by Wall St. Rank held ChargePoint as of Q1 2025.

Based on LGL Partners's 13F filing for Q1 2025, filed 15 May 2025.