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Tortoise Investment Management’s City Holding Co CHCO Stock Holding History

Tortoise Investment Management’s Portfolio CHCO Stock Details CHCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2
Closed -$248 – 441
2025
Q3 		$248 Buy
+2
New +$251 ﹤0.01% 1287

Other funds holding CHCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tortoise Investment Management's CHCO Position: Q4 2025 in Review

Tortoise Investment Management sold out of City Holding Co (CHCO) in Q4 2025, closing a stake of 2 shares — an estimated $248 sold.

Tortoise Investment Management first reported a position in CHCO in Q3 2025 and held it in 1 quarter. The position peaked at $248 in Q3 2025. 233 funds tracked by Wall St. Rank hold CHCO as of Q4 2025.

  • Tortoise Investment Management reported no remaining City Holding Co position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 2 City Holding Co shares in Q4 2025, an estimated $248.
  • Tortoise Investment Management first reported a position in City Holding Co in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's City Holding Co position peaked at $248 in Q3 2025.
  • 233 funds tracked by Wall St. Rank held City Holding Co as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.