Whittier Trust’s ChampionX CHX Stock Holding History

Whittier Trust’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
2023 Q4	–	Sell	-25	Closed	-$890	–	1537
2023 Q3	$890	Buy	25 +7	+39%	+$249	﹤0.01%	1526
2023 Q2	$558	Hold	18	–	–	﹤0.01%	1507
2023 Q1	$488	Buy	+18	New	+$538	﹤0.01%	1558
2020 Q4	–	Sell	-434	Closed	-$3K	–	1398
2020 Q3	$3K	Hold	434	–	–	﹤0.01%	1285
2020 Q2	$4K	Hold	434	–	–	﹤0.01%	1185
2020 Q1	$2K	Hold	434	–	–	﹤0.01%	1326
2019 Q4	$15K	Hold	434	–	–	﹤0.01%	1073
2019 Q3	$12K	Sell	434 -10	-2%	-$292	﹤0.01%	1102
2019 Q2	$15K	Hold	444	–	–	﹤0.01%	1006
2019 Q1	$18K	Hold	444	–	–	﹤0.01%	968
2018 Q4	$12K	Hold	444	–	–	﹤0.01%	1058
2018 Q3	$19K	Hold	444	–	–	﹤0.01%	951
2018 Q2	$19K	Buy	+444	New	+$18.2K	﹤0.01%	933

Other funds holding CHX

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Whittier Trust's CHX Position: Q4 2023 in Review

Whittier Trust sold out of ChampionX (CHX) in Q4 2023, closing a stake of 25 shares — an estimated $890 sold.

Whittier Trust first reported a position in CHX in Q2 2018 and held it in 13 quarters. The position peaked at $19K in Q3 2018. 406 funds tracked by Wall St. Rank hold CHX as of Q4 2023.

Whittier Trust reported no remaining ChampionX position as of Q4 2023 after selling out during the quarter.
Whittier Trust sold 25 ChampionX shares in Q4 2023, an estimated $890.
Whittier Trust first reported a position in ChampionX in Q2 2018 and held it in 13 quarters.
Whittier Trust's ChampionX position peaked at $19K in Q3 2018.
406 funds tracked by Wall St. Rank held ChampionX as of Q4 2023.

Based on Whittier Trust's 13F filing for Q4 2023, filed 11 Jan 2024.