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Valeo Financial Advisors’s C.H. Robinson CHRW Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-928
Closed -$73K – 1675
2020
Q2 		$73K Buy
928
+16
+2% +$1.21K 0.01% 596
2020
Q1 		$66K Buy
912
+530
+139% +$38.1K 0.01% 522
2019
Q4 		$30K Buy
382
+44
+13% +$3.5K ﹤0.01% 811
2019
Q3 		$29K Buy
338
+301
+814% +$25.3K ﹤0.01% 753
2019
Q2 		$3K Hold
37
– – ﹤0.01% 1323
2019
Q1 		$3K Hold
37
– – ﹤0.01% 1277
2018
Q4 		$3K Hold
37
– – ﹤0.01% 1195
2018
Q3 		$3K Hold
37
– – ﹤0.01% 1332
2018
Q2 		$3K Sell
37
-82
-69% -$7.32K ﹤0.01% 1243
2018
Q1 		$11K Sell
119
-100
-46% -$9.21K ﹤0.01% 895
2017
Q4 		$20K Buy
219
+205
+1,464% +$16.7K ﹤0.01% 662
2017
Q3 		$1K Buy
+14
New +$970 ﹤0.01% 1081

Other funds holding CHRW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valeo Financial Advisors's CHRW Position: Q3 2020 in Review

Valeo Financial Advisors sold out of C.H. Robinson (CHRW) in Q3 2020, closing a stake of 928 shares — an estimated $73K sold.

Valeo Financial Advisors first reported a position in CHRW in Q3 2017 and held it in 12 quarters. The position peaked at $73K in Q2 2020. 562 funds tracked by Wall St. Rank hold CHRW as of Q3 2020.

  • Valeo Financial Advisors reported no remaining C.H. Robinson position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 928 C.H. Robinson shares in Q3 2020, an estimated $73K.
  • Valeo Financial Advisors first reported a position in C.H. Robinson in Q3 2017 and held it in 12 quarters.
  • Valeo Financial Advisors's C.H. Robinson position peaked at $73K in Q2 2020.
  • 562 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.