Loring Wolcott & Coolidge Fiduciary Advisors’s ChampionX CHX Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2021 Q1	–	Sell	-7,500	Closed	-$115K	–	382
2020 Q4	$115K	Hold	7,500	–	–	﹤0.01%	329
2020 Q3	$60K	Hold	7,500	–	–	﹤0.01%	376
2020 Q2	$73K	Hold	7,500	–	–	﹤0.01%	344
2020 Q1	$43K	Hold	7,500	–	–	﹤0.01%	395
2019 Q4	$253K	Hold	7,500	–	–	﹤0.01%	248
2019 Q3	$203K	Hold	7,500	–	–	﹤0.01%	266
2019 Q2	$252K	Hold	7,500	–	–	﹤0.01%	242
2019 Q1	$308K	Hold	7,500	–	–	﹤0.01%	221
2018 Q4	$203K	Hold	7,500	–	–	﹤0.01%	250
2018 Q3	$327K	Sell	7,500 -346	-4%	-$14.5K	0.01%	230
2018 Q2	$328K	Buy	+7,846	New	+$321K	0.01%	232

Other funds holding CHX

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CHX Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of ChampionX (CHX) in Q1 2021, closing a stake of 7,500 shares — an estimated $115K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CHX in Q2 2018 and held it in 11 quarters. The position peaked at $328K in Q2 2018. 307 funds tracked by Wall St. Rank hold CHX as of Q1 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining ChampionX position as of Q1 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 7,500 ChampionX shares in Q1 2021, an estimated $115K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ChampionX in Q2 2018 and held it in 11 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's ChampionX position peaked at $328K in Q2 2018.
307 funds tracked by Wall St. Rank held ChampionX as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.