Nalls Sherbakoff Group’s Chesapeake Utilities CPK Stock Holding History

Nalls Sherbakoff Group’s Portfolio CPK Stock Details CPK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-13	Closed	-$1.27K	–	462
2023 Q3	$1.27K	Hold	13	–	–	﹤0.01%	382
2023 Q2	$1.66K	Hold	13	–	–	﹤0.01%	377
2023 Q1	$1.65K	Buy	+13	New	+$1.61K	﹤0.01%	397

Other funds holding CPK

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Nalls Sherbakoff Group's CPK Position: Q4 2023 in Review

Nalls Sherbakoff Group sold out of Chesapeake Utilities (CPK) in Q4 2023, closing a stake of 13 shares — an estimated $1.27K sold.

Nalls Sherbakoff Group first reported a position in CPK in Q1 2023 and held it in 3 quarters. The position peaked at $1.66K in Q2 2023. 283 funds tracked by Wall St. Rank hold CPK as of Q4 2023.

Nalls Sherbakoff Group reported no remaining Chesapeake Utilities position as of Q4 2023 after selling out during the quarter.
Nalls Sherbakoff Group sold 13 Chesapeake Utilities shares in Q4 2023, an estimated $1.27K.
Nalls Sherbakoff Group first reported a position in Chesapeake Utilities in Q1 2023 and held it in 3 quarters.
Nalls Sherbakoff Group's Chesapeake Utilities position peaked at $1.66K in Q2 2023.
283 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q4 2023.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2023, filed 9 Apr 2024.