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Steward Financial Group’s C.H. Robinson CHRW Stock Holding History

Steward Financial Group’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
Q3 		$2K Buy
+30
New +$2.8K ﹤0.01% 939
2023
Q2 		– Sell
-97
Closed -$9K – 557
2023
Q1 		$9K Buy
97
+56
+137% +$5.51K ﹤0.01% 203
2022
Q4 		$3K Buy
+41
New +$3.9K ﹤0.01% 250
2022
Q3 		– Sell
-56
Closed -$5K – 304
2022
Q2 		$5K Buy
+56
New +$5.85K ﹤0.01% 323

Other funds holding CHRW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Steward Financial Group's CHRW Position: Q3 2023 in Review

Steward Financial Group opened a new position in C.H. Robinson (CHRW) in Q3 2023: 30 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #939 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CHRW as recently as Q1 2023.

Steward Financial Group first reported a position in CHRW in Q2 2022 and has held it in 4 quarters since. The position peaked at $9K in Q1 2023. 602 funds tracked by Wall St. Rank hold CHRW as of Q3 2023.

  • Steward Financial Group held 30 shares of C.H. Robinson worth $2K as of Q3 2023.
  • C.H. Robinson was a new Steward Financial Group position in Q3 2023.
  • C.H. Robinson made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #939 holding.
  • Steward Financial Group first reported a position in C.H. Robinson in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's C.H. Robinson position peaked at $9K in Q1 2023.
  • 602 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.