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Plante Moran Financial Advisors’s C.H. Robinson CHRW Stock Holding History

Plante Moran Financial 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
Q2 		– Sell
-35
Closed -$4K – 984
2022
Q1 		$4K Hold
35
– – ﹤0.01% 691
2021
Q4 		$4K Hold
35
– – ﹤0.01% 842
2021
Q3 		$3K Hold
35
– – ﹤0.01% 826
2021
Q2 		$3K Hold
35
– – ﹤0.01% 844
2021
Q1 		$3K Sell
35
-275
-89% -$25.7K ﹤0.01% 848
2020
Q4 		$29K Buy
310
+35
+13% +$3.34K 0.01% 445
2020
Q3 		$28K Hold
275
– – 0.01% 423
2020
Q2 		$22K Hold
275
– – 0.01% 410
2020
Q1 		$18K Hold
275
– – 0.01% 400
2019
Q4 		$22K Sell
275
-17
-6% -$1.35K 0.01% 444
2019
Q3 		$25K Sell
292
-29
-9% -$2.44K 0.01% 452
2019
Q2 		$27K Buy
321
+46
+17% +$3.87K 0.01% 437
2019
Q1 		$24K Hold
275
– – 0.01% 449
2018
Q4 		$23K Buy
+275
New +$24.6K 0.01% 413
2018
Q2 		– Sell
-27
Closed -$3K – 838
2018
Q1 		$3K Buy
+27
New +$2.49K ﹤0.01% 776
2016
Q3 		– Sell
-198
Closed -$15K – 940
2016
Q2 		$15K Buy
+198
New +$14.5K 0.01% 470
2016
Q1 		– Sell
-295
Closed -$18K – 876
2015
Q4 		$18K Buy
+295
New +$19.9K 0.01% 466
2015
Q2 		– Sell
-350
Closed -$26K – 724
2015
Q1 		$26K Buy
+350
New +$25.6K 0.02% 375
2014
Q2 		– Sell
-20
Closed -$1K – 829
2014
Q1 		$1K Sell
20
-310
-94% -$16.9K ﹤0.01% 577
2013
Q4 		$19K Sell
330
-20
-6% -$1.18K 0.01% 353
2013
Q3 		$21K Sell
350
-50
-13% -$2.94K 0.01% 279
2013
Q2 		$23K Buy
+400
New +$23.1K 0.02% 240

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Plante Moran Financial Advisors's CHRW Position: Q2 2022 in Review

Plante Moran Financial Advisors sold out of C.H. Robinson (CHRW) in Q2 2022, closing a stake of 35 shares — an estimated $4K sold.

Plante Moran Financial Advisors first reported a position in CHRW in Q2 2013 and held it in 22 quarters. The position peaked at $29K in Q4 2020. 647 funds tracked by Wall St. Rank hold CHRW as of Q2 2022.

  • Plante Moran Financial Advisors reported no remaining C.H. Robinson position as of Q2 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 35 C.H. Robinson shares in Q2 2022, an estimated $4K.
  • Plante Moran Financial Advisors first reported a position in C.H. Robinson in Q2 2013 and held it in 22 quarters.
  • Plante Moran Financial Advisors's C.H. Robinson position peaked at $29K in Q4 2020.
  • 647 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.