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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
2020
Q1 		– Sell
-61
Closed -$500K – 1224
2019
Q4 		$500K Hold
61
– – ﹤0.01% 987
2019
Q3 		$465K Sell
61
-6,639
-99% -$501K ﹤0.01% 972
2019
Q2 		$511K Hold
6,700
– – ﹤0.01% 1043
2019
Q1 		$510K Buy
+6,700
New +$498K ﹤0.01% 974

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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.