SC
CHX

Schubert & Co’s ChampionX CHX Stock Holding History

Schubert & Co’s Portfolio CHX Stock Details CHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-156
Closed -$4.23K – 318
2023
Q1 		$4.23K Sell
156
-32
-17% -$956 ﹤0.01% 526
2022
Q4 		$5.45K Buy
188
+104
+124% +$2.87K 0.01% 402
2022
Q3 		$2K Sell
84
-42
-33% -$866 ﹤0.01% 751
2022
Q2 		$3K Buy
126
+89
+241% +$2.01K ﹤0.01% 548
2022
Q1 		$1K Sell
37
-2
-5% -$46 ﹤0.01% 616
2021
Q4 		$1K Buy
+39
New +$917 ﹤0.01% 566

Other funds holding CHX

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Schubert & Co's CHX Position: Q2 2023 in Review

Schubert & Co sold out of ChampionX (CHX) in Q2 2023, closing a stake of 156 shares — an estimated $4.23K sold.

Schubert & Co first reported a position in CHX in Q4 2021 and held it in 6 quarters. The position peaked at $5.45K in Q4 2022. 375 funds tracked by Wall St. Rank hold CHX as of Q2 2023.

  • Schubert & Co reported no remaining ChampionX position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 156 ChampionX shares in Q2 2023, an estimated $4.23K.
  • Schubert & Co first reported a position in ChampionX in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's ChampionX position peaked at $5.45K in Q4 2022.
  • 375 funds tracked by Wall St. Rank held ChampionX as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.