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Sound Income Strategies’s C.H. Robinson CHRW Stock Holding History

Sound Income Strategies’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
2024
Q3 		– Sell
-1,802
Closed -$159K – 1425
2024
Q2 		$159K Buy
+1,802
New +$144K 0.01% 255
2021
Q2 		– Sell
-70
Closed -$6.68K – 900
2021
Q1 		$6.68K Hold
70
– – ﹤0.01% 562
2020
Q4 		$7K Hold
70
– – ﹤0.01% 519
2020
Q3 		$7K Buy
+70
New +$6.57K ﹤0.01% 475
2018
Q3 		– Sell
-3
Closed – – 713
2018
Q2 		$0 Buy
+3
New +$268 ﹤0.01% 639

Other funds holding CHRW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sound Income Strategies's CHRW Position: Q3 2024 in Review

Sound Income Strategies sold out of C.H. Robinson (CHRW) in Q3 2024, closing a stake of 1,802 shares — an estimated $159K sold.

Sound Income Strategies first reported a position in CHRW in Q2 2018 and held it in 5 quarters. The position peaked at $159K in Q2 2024. 643 funds tracked by Wall St. Rank hold CHRW as of Q3 2024.

  • Sound Income Strategies reported no remaining C.H. Robinson position as of Q3 2024 after selling out during the quarter.
  • Sound Income Strategies sold 1,802 C.H. Robinson shares in Q3 2024, an estimated $159K.
  • Sound Income Strategies first reported a position in C.H. Robinson in Q2 2018 and held it in 5 quarters.
  • Sound Income Strategies's C.H. Robinson position peaked at $159K in Q2 2024.
  • 643 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2024.

Based on Sound Income Strategies's 13F filing for Q3 2024, filed 10 Oct 2024.