United Capital Financial Advisors’s City Holding Co CHCO Stock Holding History

United Capital Financial Advisors’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
2021 Q1	–	Sell	-4,000	Closed	-$278K	–	1189
2020 Q4	$278K	Sell	4,000 -2,500	-38%	-$162K	﹤0.01%	1025
2020 Q3	$374K	Hold	6,500	–	–	﹤0.01%	900
2020 Q2	$424K	Hold	6,500	–	–	﹤0.01%	923
2020 Q1	$432K	Hold	6,500	–	–	﹤0.01%	867
2019 Q4	$533K	Hold	6,500	–	–	﹤0.01%	972
2019 Q3	$496K	Sell	6,500 -600	-8%	-$45.3K	﹤0.01%	957
2019 Q2	$541K	Hold	7,100	–	–	﹤0.01%	1025
2019 Q1	$541K	Hold	7,100	–	–	﹤0.01%	958
2018 Q4	$480K	Buy	+7,100	New	+$522K	﹤0.01%	933

Other funds holding CHCO

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

United Capital Financial Advisors's CHCO Position: Q1 2021 in Review

United Capital Financial Advisors sold out of City Holding Co (CHCO) in Q1 2021, closing a stake of 4,000 shares — an estimated $278K sold.

United Capital Financial Advisors first reported a position in CHCO in Q4 2018 and held it in 9 quarters. The position peaked at $541K in Q2 2019. 149 funds tracked by Wall St. Rank hold CHCO as of Q1 2021.

United Capital Financial Advisors reported no remaining City Holding Co position as of Q1 2021 after selling out during the quarter.
United Capital Financial Advisors sold 4,000 City Holding Co shares in Q1 2021, an estimated $278K.
United Capital Financial Advisors first reported a position in City Holding Co in Q4 2018 and held it in 9 quarters.
United Capital Financial Advisors's City Holding Co position peaked at $541K in Q2 2019.
149 funds tracked by Wall St. Rank held City Holding Co as of Q1 2021.

Based on United Capital Financial Advisors's 13F filing for Q1 2021, filed 14 May 2021.