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

Liberty 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
Q4 		– Sell
-139
Closed -$14K – 953
2020
Q3 		$14K Sell
139
-35
-20% -$3.29K 0.01% 458
2020
Q2 		$14K Buy
174
+35
+25% +$2.64K 0.01% 432
2020
Q1 		$9K Buy
139
+11
+9% +$790 0.01% 477
2019
Q4 		$10K Buy
128
+7
+6% +$557 0.01% 532
2019
Q3 		$10K Buy
121
+33
+38% +$2.77K 0.01% 512
2019
Q2 		$7K Sell
88
-199
-69% -$16.7K 0.01% 585
2019
Q1 		$24K Buy
287
+2
+0.7% +$176 0.02% 319
2018
Q4 		$24K Buy
+285
New +$25.5K 0.02% 296

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Liberty Wealth Management's CHRW Position: Q4 2020 in Review

Liberty Wealth Management sold out of C.H. Robinson (CHRW) in Q4 2020, closing a stake of 139 shares — an estimated $14K sold.

Liberty Wealth Management first reported a position in CHRW in Q4 2018 and held it in 8 quarters. The position peaked at $24K in Q1 2019. 572 funds tracked by Wall St. Rank hold CHRW as of Q4 2020.

  • Liberty Wealth Management reported no remaining C.H. Robinson position as of Q4 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 139 C.H. Robinson shares in Q4 2020, an estimated $14K.
  • Liberty Wealth Management first reported a position in C.H. Robinson in Q4 2018 and held it in 8 quarters.
  • Liberty Wealth Management's C.H. Robinson position peaked at $24K in Q1 2019.
  • 572 funds tracked by Wall St. Rank held C.H. Robinson as of Q4 2020.

Based on Liberty Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.