LI
CHX

LMCG Investments’s ChampionX CHX Stock Holding History

LMCG Investments’s Portfolio CHX Stock Details CHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-35,630
Closed -$1.18M – 231
2024
Q2 		$1.18M Sell
35,630
-153
-0.4% -$5.22K 0.07% 171
2024
Q1 		$1.28M Sell
35,783
-13,872
-28% -$415K 0.08% 174
2023
Q4 		$1.45M Hold
49,655
– – 0.09% 187
2023
Q3 		$1.77M Buy
49,655
+1,017
+2% +$36.1K 0.12% 158
2023
Q2 		$1.51M Hold
48,638
– – 0.1% 181
2023
Q1 		$1.32M Buy
48,638
+1,047
+2% +$31.3K 0.09% 196
2022
Q4 		$1.38M Sell
47,591
-4,088
-8% -$113K 0.1% 181
2022
Q3 		$1.01M Buy
51,679
+13,324
+35% +$275K 0.07% 223
2022
Q2 		$761K Buy
38,355
+410
+1% +$9.26K 0.05% 238
2022
Q1 		$929K Buy
+37,945
New +$878K 0.05% 232

Other funds holding CHX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LMCG Investments's CHX Position: Q3 2024 in Review

LMCG Investments sold out of ChampionX (CHX) in Q3 2024, closing a stake of 35,630 shares — an estimated $1.18M sold.

LMCG Investments first reported a position in CHX in Q1 2022 and held it in 10 quarters. The position peaked at $1.77M in Q3 2023. 417 funds tracked by Wall St. Rank hold CHX as of Q3 2024.

  • LMCG Investments reported no remaining ChampionX position as of Q3 2024 after selling out during the quarter.
  • LMCG Investments sold 35,630 ChampionX shares in Q3 2024, an estimated $1.18M.
  • LMCG Investments first reported a position in ChampionX in Q1 2022 and held it in 10 quarters.
  • LMCG Investments's ChampionX position peaked at $1.77M in Q3 2023.
  • 417 funds tracked by Wall St. Rank held ChampionX as of Q3 2024.

Based on LMCG Investments's 13F filing for Q3 2024, filed 29 Oct 2024.