MBL Wealth’s C.H. Robinson CHRW Stock Holding History

MBL Wealth’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
2024 Q3	–	Sell	-15,748	Closed	-$1.39M	–	212
2024 Q2	$1.39M	Buy	+15,748	New	+$1.26M	0.15%	74

Other funds holding CHRW

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MBL Wealth's CHRW Position: Q3 2024 in Review

MBL Wealth sold out of C.H. Robinson (CHRW) in Q3 2024, closing a stake of 15,748 shares — an estimated $1.39M sold.

MBL Wealth first reported a position in CHRW in Q2 2024 and held it in 1 quarter. The position peaked at $1.39M in Q2 2024. 642 funds tracked by Wall St. Rank hold CHRW as of Q3 2024.

MBL Wealth reported no remaining C.H. Robinson position as of Q3 2024 after selling out during the quarter.
MBL Wealth sold 15,748 C.H. Robinson shares in Q3 2024, an estimated $1.39M.
MBL Wealth first reported a position in C.H. Robinson in Q2 2024 and held it in 1 quarter.
MBL Wealth's C.H. Robinson position peaked at $1.39M in Q2 2024.
642 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2024.

Based on MBL Wealth's 13F filing for Q3 2024, filed 8 Jan 2025.