Montag & Associates’s ChampionX CHX Stock Holding History

Montag & Associates’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
2018 Q4	–	Sell	-10,815	Closed	-$471K	–	294
2018 Q3	$471K	Hold	10,815	–	–	0.04%	241
2018 Q2	$452K	Buy	+10,815	New	+$443K	0.05%	219

Other funds holding CHX

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

RR Partners New York $929M AUM 110.28% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Montag & Associates's CHX Position: Q4 2018 in Review

Montag & Associates sold out of ChampionX (CHX) in Q4 2018, closing a stake of 10,815 shares — an estimated $471K sold.

Montag & Associates first reported a position in CHX in Q2 2018 and held it in 2 quarters. The position peaked at $471K in Q3 2018. 360 funds tracked by Wall St. Rank hold CHX as of Q4 2018.

Montag & Associates reported no remaining ChampionX position as of Q4 2018 after selling out during the quarter.
Montag & Associates sold 10,815 ChampionX shares in Q4 2018, an estimated $471K.
Montag & Associates first reported a position in ChampionX in Q2 2018 and held it in 2 quarters.
Montag & Associates's ChampionX position peaked at $471K in Q3 2018.
360 funds tracked by Wall St. Rank held ChampionX as of Q4 2018.

Based on Montag & Associates's 13F filing for Q4 2018, filed 6 Feb 2019.