SWP
CHCO icon

SIMA Wealth Partners’s City Holding Co CHCO Stock Holding History

SIMA Wealth Partners’s Portfolio CHCO Stock Details CHCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-56
Closed -$6.86K – 167
2025
Q2 		$6.86K Sell
56
-149
-73% -$17.5K 0.01% 131
2025
Q1 		$24.1K Sell
205
-112
-35% -$13.2K 0.02% 114
2024
Q4 		$37.6K Sell
317
-56
-15% -$6.92K 0.03% 95
2024
Q3 		$43.8K Hold
373
– – 0.04% 85
2024
Q2 		$39.6K Buy
+373
New +$38.3K 0.04% 86

Other funds holding CHCO

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SIMA Wealth Partners's CHCO Position: Q3 2025 in Review

SIMA Wealth Partners sold out of City Holding Co (CHCO) in Q3 2025, closing a stake of 56 shares — an estimated $6.86K sold.

SIMA Wealth Partners first reported a position in CHCO in Q2 2024 and held it in 5 quarters. The position peaked at $43.8K in Q3 2024. 228 funds tracked by Wall St. Rank hold CHCO as of Q3 2025.

  • SIMA Wealth Partners reported no remaining City Holding Co position as of Q3 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 56 City Holding Co shares in Q3 2025, an estimated $6.86K.
  • SIMA Wealth Partners first reported a position in City Holding Co in Q2 2024 and held it in 5 quarters.
  • SIMA Wealth Partners's City Holding Co position peaked at $43.8K in Q3 2024.
  • 228 funds tracked by Wall St. Rank held City Holding Co as of Q3 2025.

Based on SIMA Wealth Partners's 13F filing for Q3 2025, filed 28 May 2026.