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Money Concepts Capital’s C.H. Robinson CHRW Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-218
Closed -$20K – 878
2022
Q4 		$20K Sell
218
-17
-7% -$1.62K ﹤0.01% 1684
2022
Q3 		$23K Buy
235
+17
+8% +$1.83K ﹤0.01% 879
2022
Q2 		$22K Sell
218
-500
-70% -$52.2K ﹤0.01% 862
2022
Q1 		$77K Buy
+718
New +$72.9K ﹤0.01% 1077

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Money Concepts Capital's CHRW Position: Q1 2023 in Review

Money Concepts Capital sold out of C.H. Robinson (CHRW) in Q1 2023, closing a stake of 218 shares — an estimated $20K sold.

Money Concepts Capital first reported a position in CHRW in Q1 2022 and held it in 4 quarters. The position peaked at $77K in Q1 2022. 610 funds tracked by Wall St. Rank hold CHRW as of Q1 2023.

  • Money Concepts Capital reported no remaining C.H. Robinson position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 218 C.H. Robinson shares in Q1 2023, an estimated $20K.
  • Money Concepts Capital first reported a position in C.H. Robinson in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's C.H. Robinson position peaked at $77K in Q1 2022.
  • 610 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.