Personal Capital Advisors
CHRW icon

Personal Capital Advisors’s C.H. Robinson CHRW Stock Holding History

Personal Capital Advisors’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
2022
Q4 		$303K Buy
3,312
+65
+2% +$6.19K ﹤0.01% 381
2022
Q3 		$313K Hold
3,247
– – ﹤0.01% 353
2022
Q2 		$329K Buy
3,247
+1,013
+45% +$106K ﹤0.01% 330
2022
Q1 		$241K Hold
2,234
– – ﹤0.01% 439
2021
Q4 		$240K Buy
+2,234
New +$217K ﹤0.01% 491
2021
Q3 		– Sell
-2,273
Closed -$213K – 498
2021
Q2 		$213K Sell
2,273
-280
-11% -$27.3K ﹤0.01% 464
2021
Q1 		$244K Buy
2,553
+127
+5% +$11.9K ﹤0.01% 429
2020
Q4 		$228K Buy
2,426
+7
+0.3% +$668 ﹤0.01% 427
2020
Q3 		$247K Buy
+2,419
New +$227K ﹤0.01% 367
2019
Q4 		– Sell
-2,505
Closed -$212K – 399
2019
Q3 		$212K Buy
2,505
+15
+0.6% +$1.26K ﹤0.01% 344
2019
Q2 		$210K Sell
2,490
-6
-0.2% -$505 ﹤0.01% 311
2019
Q1 		$217K Buy
2,496
+5
+0.2% +$439 ﹤0.01% 309
2018
Q4 		$209K Sell
2,491
-40
-2% -$3.58K ﹤0.01% 294
2018
Q3 		$248K Buy
2,531
+32
+1% +$3K ﹤0.01% 268
2018
Q2 		$209K Buy
2,499
+9
+0.4% +$803 ﹤0.01% 271
2018
Q1 		$233K Buy
2,490
+100
+4% +$9.21K ﹤0.01% 243
2017
Q4 		$213K Buy
+2,390
New +$195K ﹤0.01% 243

Other funds holding CHRW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Ancora Advisors
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Personal Capital Advisors's CHRW Position: Q4 2022 in Review

Personal Capital Advisors increased its C.H. Robinson (CHRW) stake by 2% in Q4 2022, buying an estimated $6.19K and bringing the position to 3,312 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Personal Capital Advisors first reported a position in CHRW in Q4 2017 and has held it in 17 quarters since. The position peaked at $329K in Q2 2022. 629 funds tracked by Wall St. Rank hold CHRW as of Q4 2022.

  • Personal Capital Advisors held 3,312 shares of C.H. Robinson worth $303K as of Q4 2022.
  • Personal Capital Advisors bought 65 C.H. Robinson shares in Q4 2022, an estimated $6.19K.
  • C.H. Robinson made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #381 holding.
  • Personal Capital Advisors first reported a position in C.H. Robinson in Q4 2017 and has held it in 17 quarters since.
  • Personal Capital Advisors's C.H. Robinson position peaked at $329K in Q2 2022.
  • 629 funds tracked by Wall St. Rank held C.H. Robinson as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.