OPS
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Orion Portfolio Solutions’s City Holding Co CHCO Stock Holding History

Orion Portfolio Solutions’s Portfolio CHCO Stock Details CHCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-17
Closed -$1K – 699
2020
Q2 		$1K Buy
+17
New +$1.08K ﹤0.01% 1925

Other funds holding CHCO

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Orion Portfolio Solutions's CHCO Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of City Holding Co (CHCO) in Q3 2020, closing a stake of 17 shares — an estimated $1K sold.

Orion Portfolio Solutions first reported a position in CHCO in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 150 funds tracked by Wall St. Rank hold CHCO as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining City Holding Co position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 17 City Holding Co shares in Q3 2020, an estimated $1K.
  • Orion Portfolio Solutions first reported a position in City Holding Co in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's City Holding Co position peaked at $1K in Q2 2020.
  • 150 funds tracked by Wall St. Rank held City Holding Co as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.