WF
CHX

Welch & Forbes’s ChampionX CHX Stock Holding History

Welch & Forbes’s Portfolio CHX Stock Details CHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-11,713
Closed -$67K – 346
2020
Q1 		$67K Sell
11,713
-29,156
-71% -$606K ﹤0.01% 327
2019
Q4 		$1.38M Sell
40,869
-5,897
-13% -$161K 0.03% 189
2019
Q3 		$1.26M Sell
46,766
-3,717
-7% -$109K 0.03% 190
2019
Q2 		$1.69M Sell
50,483
-21,303
-30% -$773K 0.04% 172
2019
Q1 		$2.95M Sell
71,786
-3,998
-5% -$148K 0.07% 149
2018
Q4 		$2.05M Sell
75,784
-3,046
-4% -$112K 0.06% 161
2018
Q3 		$3.43M Sell
78,830
-5,541
-7% -$232K 0.08% 149
2018
Q2 		$3.52M Buy
+84,371
New +$3.45M 0.09% 139

Other funds holding CHX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Welch & Forbes's CHX Position: Q2 2020 in Review

Welch & Forbes sold out of ChampionX (CHX) in Q2 2020, closing a stake of 11,713 shares — an estimated $67K sold.

Welch & Forbes first reported a position in CHX in Q2 2018 and held it in 8 quarters. The position peaked at $3.52M in Q2 2018. 302 funds tracked by Wall St. Rank hold CHX as of Q2 2020.

  • Welch & Forbes reported no remaining ChampionX position as of Q2 2020 after selling out during the quarter.
  • Welch & Forbes sold 11,713 ChampionX shares in Q2 2020, an estimated $67K.
  • Welch & Forbes first reported a position in ChampionX in Q2 2018 and held it in 8 quarters.
  • Welch & Forbes's ChampionX position peaked at $3.52M in Q2 2018.
  • 302 funds tracked by Wall St. Rank held ChampionX as of Q2 2020.

Based on Welch & Forbes's 13F filing for Q2 2020, filed 15 Jul 2020.