SW
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SteelPeak Wealth’s C.H. Robinson CHRW Stock Holding History

SteelPeak Wealth’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
2023
Q1 		– Sell
-8,612
Closed -$797K – 397
2022
Q4 		$797K Sell
8,612
-6,668
-44% -$635K 0.06% 193
2022
Q3 		$1.48M Buy
+15,280
New +$1.64M 0.11% 136

Other funds holding CHRW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

SteelPeak Wealth's CHRW Position: Q1 2023 in Review

SteelPeak Wealth sold out of C.H. Robinson (CHRW) in Q1 2023, closing a stake of 8,612 shares — an estimated $797K sold.

SteelPeak Wealth first reported a position in CHRW in Q3 2022 and held it in 2 quarters. The position peaked at $1.48M in Q3 2022. 610 funds tracked by Wall St. Rank hold CHRW as of Q1 2023.

  • SteelPeak Wealth reported no remaining C.H. Robinson position as of Q1 2023 after selling out during the quarter.
  • SteelPeak Wealth sold 8,612 C.H. Robinson shares in Q1 2023, an estimated $797K.
  • SteelPeak Wealth first reported a position in C.H. Robinson in Q3 2022 and held it in 2 quarters.
  • SteelPeak Wealth's C.H. Robinson position peaked at $1.48M in Q3 2022.
  • 610 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2023.

Based on SteelPeak Wealth's 13F filing for Q1 2023, filed 8 May 2023.