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Next Financial Group’s C.H. Robinson CHRW Stock Holding History

Next Financial Group’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
2021
Q4 		$20K Buy
186
+27
+17% +$2.62K ﹤0.01% 1879
2021
Q3 		$14K Buy
159
+118
+288% +$10.7K ﹤0.01% 1913
2021
Q2 		$4K Buy
41
+5
+14% +$487 ﹤0.01% 2243
2021
Q1 		$3K Buy
+36
New +$3.36K ﹤0.01% 2209
2020
Q2 		– Sell
-135
Closed -$9K – 813
2020
Q1 		$9K Sell
135
-199
-60% -$14.3K ﹤0.01% 1545
2019
Q4 		$26K Sell
334
-19,548
-98% -$1.56M ﹤0.01% 1424
2019
Q3 		$1.69M Buy
19,882
+1,894
+11% +$159K 0.18% 132
2019
Q2 		$1.52M Buy
17,988
+14,779
+461% +$1.24M 0.16% 176
2019
Q1 		$279K Sell
3,209
-13,964
-81% -$1.23M 0.07% 279
2018
Q4 		$1.44M Buy
17,173
+12,899
+302% +$1.15M 0.3% 84
2018
Q3 		$418K Buy
+4,274
New +$401K 0.19% 109
2017
Q4 		– Sell
-3,025
Closed -$234K – 438
2017
Q3 		$234K Buy
3,025
+130
+4% +$9.01K 0.07% 282
2017
Q2 		$199K Buy
2,895
+209
+8% +$14.8K 0.05% 354
2017
Q1 		$195K Sell
2,686
-11,911
-82% -$915K 0.05% 317
2016
Q4 		$1.07M Hold
14,597
– – 0.19% 125
2016
Q3 		$1.03M Buy
14,597
+10,466
+253% +$734K 0.19% 127
2016
Q2 		$306K Buy
4,131
+1,350
+49% +$98.7K 0.1% 214
2016
Q1 		$206K Hold
2,781
– – 0.07% 279
2015
Q4 		$172K Buy
2,781
+211
+8% +$14.2K 0.06% 312
2015
Q3 		$174K Buy
2,570
+222
+9% +$14.9K 0.06% 309
2015
Q2 		$146K Buy
2,348
+1,400
+148% +$92.2K 0.05% 374
2015
Q1 		$69K Sell
948
-250
-21% -$18.3K 0.02% 575
2014
Q4 		$90K Sell
1,198
-117
-9% -$8.35K 0.03% 489
2014
Q3 		$87K Hold
1,315
– – 0.02% 702
2014
Q2 		$89K Buy
+1,315
New +$77.3K 0.05% 247

Other funds holding CHRW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's CHRW Position: Q4 2021 in Review

Next Financial Group increased its C.H. Robinson (CHRW) stake by 17% in Q4 2021, buying an estimated $2.62K and bringing the position to 186 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1879.

Next Financial Group first reported a position in CHRW in Q2 2014 and has held it in 25 quarters since. The position peaked at $1.69M in Q3 2019. 618 funds tracked by Wall St. Rank hold CHRW as of Q4 2021.

  • Next Financial Group held 186 shares of C.H. Robinson worth $20K as of Q4 2021.
  • Next Financial Group bought 27 C.H. Robinson shares in Q4 2021, an estimated $2.62K.
  • C.H. Robinson made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1879 holding.
  • Next Financial Group first reported a position in C.H. Robinson in Q2 2014 and has held it in 25 quarters since.
  • Next Financial Group's C.H. Robinson position peaked at $1.69M in Q3 2019.
  • 618 funds tracked by Wall St. Rank held C.H. Robinson as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.