YorkBridge Wealth Partners’s C.H. Robinson CHRW Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-269	Closed	-$23K	–	252
2019 Q2	$23K	Buy	+269	New	+$22.6K	0.01%	453
2017 Q4	–	Sell	-18	Closed	-$1K	–	870
2017 Q3	$1K	Hold	18	–	–	﹤0.01%	835
2017 Q2	$1K	Sell	18 -172	-91%	-$12.2K	﹤0.01%	828
2017 Q1	$14K	Sell	190 -127	-40%	-$9.76K	0.01%	575
2016 Q4	$24K	Buy	+317	New	+$22.9K	0.01%	448

Other funds holding CHRW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments

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

ClearBridge Investments

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

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