OPS
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Orion Portfolio Solutions’s C.H. Robinson CHRW Stock Holding History

Orion Portfolio Solutions’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
2024
Q3 		– Sell
-9,547
Closed -$841K – 1792
2024
Q2 		$841K Buy
+9,547
New +$762K 0.01% 1058
2020
Q3 		– Sell
-202
Closed -$16K – 707
2020
Q2 		$16K Sell
202
-262
-56% -$19.8K ﹤0.01% 1015
2020
Q1 		$31K Sell
464
-120
-21% -$8.62K ﹤0.01% 707
2019
Q4 		$46K Buy
+584
New +$46.5K ﹤0.01% 568

Other funds holding CHRW

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Orion Portfolio Solutions's CHRW Position: Q3 2024 in Review

Orion Portfolio Solutions sold out of C.H. Robinson (CHRW) in Q3 2024, closing a stake of 9,547 shares — an estimated $841K sold.

Orion Portfolio Solutions first reported a position in CHRW in Q4 2019 and held it in 4 quarters. The position peaked at $841K in Q2 2024. 642 funds tracked by Wall St. Rank hold CHRW as of Q3 2024.

  • Orion Portfolio Solutions reported no remaining C.H. Robinson position as of Q3 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 9,547 C.H. Robinson shares in Q3 2024, an estimated $841K.
  • Orion Portfolio Solutions first reported a position in C.H. Robinson in Q4 2019 and held it in 4 quarters.
  • Orion Portfolio Solutions's C.H. Robinson position peaked at $841K in Q2 2024.
  • 642 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2024.

Based on Orion Portfolio Solutions's 13F filing for Q3 2024, filed 15 Nov 2024.