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Disclosery

Avalon Investment & Advisory: CHRW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avalon Investment & Advisory on CHRW, newest first. How the timeline and the estimate are built.

Avalon Investment & Advisory held 440,740 CHRW shares at 2023-03-31 per its 13F-HR filed 2023-05-15.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 440,740 shares
    Change vs previous 13F -11,859 shares

    1.2% of the 13F portfolio, value $43,796,339.

    13F-HR 0001221362-23-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-12-31
    13F 452,599 shares
    Change vs previous 13F -1,782 shares

    1.18% of the 13F portfolio, value $41,440,000.

    13F-HR 0001221362-23-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-09-30
    13F 454,381 shares
    Change vs previous 13F -12,351 shares

    1.36% of the 13F portfolio, value $43,761,000.

    13F-HR 0001221362-22-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-06-30
    13F 466,732 shares
    Change vs previous 13F +4,637 shares

    1.33% of the 13F portfolio, value $47,313,000.

    13F-HR 0001221362-22-000003 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-03-31
    13F 462,095 shares
    Change vs previous 13F +5,593 shares

    1.2% of the 13F portfolio, value $49,772,000.

    13F-HR 0001221362-22-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-12-31
    13F 456,502 shares
    Change vs previous 13F -33,890 shares

    1.21% of the 13F portfolio, value $49,133,000.

    13F-HR 0001420506-22-000430 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-09-30
    13F 490,392 shares
    Change vs previous 13F -5,001 shares

    0.99% of the 13F portfolio, value $42,664,000.

    13F-HR 0001171520-21-000475 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-06-30
    13F 495,393 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $46,404,000.

    13F-HR 0001221362-21-000008 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).