SRC
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Shufro Rose & Co’s ChargePoint CHPT Stock Holding History

Shufro Rose & Co’s Portfolio CHPT Stock Details CHPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,005
Closed -$107K – 314
2024
Q4 		$107K Sell
5,005
-1,665
-25% -$41.2K 0.01% 285
2024
Q3 		$201K Hold
6,670
– – 0.02% 282
2024
Q2 		$201K Buy
6,670
+1,370
+26% +$44.6K 0.02% 282
2024
Q1 		$201K Sell
5,300
-1,120
-17% -$43.9K 0.02% 281
2023
Q4 		$638K Buy
6,420
+100
+2% +$5.59K 0.06% 138
2023
Q3 		$628K Buy
6,320
+25
+0.4% +$3.63K 0.06% 139
2023
Q2 		$1.11M Buy
6,295
+160
+3% +$28K 0.1% 107
2023
Q1 		$1.28M Buy
6,135
+4,145
+208% +$903K 0.12% 102
2022
Q4 		$379K Buy
+1,990
New +$484K 0.03% 202

Other funds holding CHPT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return