WAS
CHX

Winch Advisory Services’s ChampionX CHX Stock Holding History

Winch Advisory Services’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
Q3 		– Sell
-29
Closed – – 394
2020
Q2 		$0 Hold
29
– – ﹤0.01% 381
2020
Q1 		$0 Sell
29
-13,975
-100% -$290K ﹤0.01% 349
2019
Q4 		$473K Sell
14,004
-975
-7% -$26.5K 0.22% 54
2019
Q3 		$405K Buy
14,979
+701
+5% +$20.5K 0.21% 47
2019
Q2 		$479K Buy
14,278
+118
+0.8% +$4.28K 0.25% 45
2019
Q1 		$581K Buy
14,160
+769
+6% +$28.4K 0.32% 46
2018
Q4 		$363K Sell
13,391
-686
-5% -$25.2K 0.2% 53
2018
Q3 		$613K Buy
14,077
+460
+3% +$19.3K 0.31% 50
2018
Q2 		$569K Buy
+13,617
New +$557K 0.31% 48

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return