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Strategic Investment Advisors’s C.H. Robinson CHRW Stock Holding History

Strategic Investment Advisors’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
Q4 		– Sell
-10,294
Closed -$887K – 237
2023
Q3 		$887K Buy
10,294
+632
+7% +$59K 0.15% 103
2023
Q2 		$912K Buy
9,662
+459
+5% +$44.4K 0.13% 81
2023
Q1 		$915K Buy
9,203
+565
+7% +$55.6K 0.17% 88
2022
Q4 		$791K Buy
+8,638
New +$822K 0.16% 105

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Strategic Investment Advisors's CHRW Position: Q4 2023 in Review

Strategic Investment Advisors sold out of C.H. Robinson (CHRW) in Q4 2023, closing a stake of 10,294 shares — an estimated $887K sold.

Strategic Investment Advisors first reported a position in CHRW in Q4 2022 and held it in 4 quarters. The position peaked at $915K in Q1 2023. 642 funds tracked by Wall St. Rank hold CHRW as of Q4 2023.

  • Strategic Investment Advisors reported no remaining C.H. Robinson position as of Q4 2023 after selling out during the quarter.
  • Strategic Investment Advisors sold 10,294 C.H. Robinson shares in Q4 2023, an estimated $887K.
  • Strategic Investment Advisors first reported a position in C.H. Robinson in Q4 2022 and held it in 4 quarters.
  • Strategic Investment Advisors's C.H. Robinson position peaked at $915K in Q1 2023.
  • 642 funds tracked by Wall St. Rank held C.H. Robinson as of Q4 2023.

Based on Strategic Investment Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.