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Lloyd Advisory Services’s C.H. Robinson CHRW Stock Holding History

Lloyd Advisory Services’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
2023
Q4 		– Sell
-5,681
Closed -$489K – 178
2023
Q3 		$489K Buy
+5,681
New +$530K 0.16% 129
2020
Q1 		– Sell
-8
Closed -$1K – 289
2019
Q4 		$1K Buy
+8
New +$637 ﹤0.01% 323

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lloyd Advisory Services's CHRW Position: Q4 2023 in Review

Lloyd Advisory Services sold out of C.H. Robinson (CHRW) in Q4 2023, closing a stake of 5,681 shares — an estimated $489K sold.

Lloyd Advisory Services first reported a position in CHRW in Q4 2019 and held it in 2 quarters. The position peaked at $489K in Q3 2023. 641 funds tracked by Wall St. Rank hold CHRW as of Q4 2023.

  • Lloyd Advisory Services reported no remaining C.H. Robinson position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 5,681 C.H. Robinson shares in Q4 2023, an estimated $489K.
  • Lloyd Advisory Services first reported a position in C.H. Robinson in Q4 2019 and held it in 2 quarters.
  • Lloyd Advisory Services's C.H. Robinson position peaked at $489K in Q3 2023.
  • 641 funds tracked by Wall St. Rank held C.H. Robinson as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.