Squar Milner Financial Services’s C.H. Robinson CHRW Stock Holding History

Squar Milner Financial Services’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
2020 Q3	–	Sell	-8,603	Closed	-$680K	–	38
2020 Q2	$680K	Buy	8,603 +521	+6%	+$39.3K	0.39%	68
2020 Q1	$535K	Buy	8,082 +1,200	+17%	+$86.2K	0.32%	65
2019 Q4	$538K	Sell	6,882 -1,295	-16%	-$103K	0.27%	81
2019 Q3	$836K	Buy	8,177 +3,474	+74%	+$292K	0.43%	63
2019 Q2	$397K	Buy	4,703 +428	+10%	+$36K	0.27%	89
2019 Q1	$371K	Buy	4,275 +550	+15%	+$48.3K	0.27%	83
2018 Q4	$313K	Hold	3,725	–	–	0.3%	85
2018 Q3	$365K	Hold	3,725	–	–	0.33%	74
2018 Q2	$312K	Hold	3,725	–	–	0.27%	96
2018 Q1	$349K	Hold	3,725	–	–	0.44%	75
2017 Q4	$359K	Buy	+3,725	New	+$304K	0.43%	80

Other funds holding CHRW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Squar Milner Financial Services's CHRW Position: Q3 2020 in Review

Squar Milner Financial Services sold out of C.H. Robinson (CHRW) in Q3 2020, closing a stake of 8,603 shares — an estimated $680K sold.

Squar Milner Financial Services first reported a position in CHRW in Q4 2017 and held it in 11 quarters. The position peaked at $836K in Q3 2019. 563 funds tracked by Wall St. Rank hold CHRW as of Q3 2020.

Squar Milner Financial Services reported no remaining C.H. Robinson position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 8,603 C.H. Robinson shares in Q3 2020, an estimated $680K.
Squar Milner Financial Services first reported a position in C.H. Robinson in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's C.H. Robinson position peaked at $836K in Q3 2019.
563 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.