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Anchor Capital Advisors’s Climb Global Solutions CLMB Stock Holding History

Anchor Capital Advisors’s Portfolio CLMB Stock Details CLMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-40,328
Closed -$434K – 243
2023
Q3 		$434K Buy
40,328
+32
+0.1% +$353 0.01% 218
2023
Q2 		$482K Buy
+40,296
New +$491K 0.01% 219

Other funds holding CLMB

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
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAM
Ballast Asset Management Dallas, Texas $225M AUM 38.45% 1-Year Est. Return

Anchor Capital Advisors's CLMB Position: Q4 2023 in Review

Anchor Capital Advisors sold out of Climb Global Solutions (CLMB) in Q4 2023, closing a stake of 40,328 shares — an estimated $434K sold.

Anchor Capital Advisors first reported a position in CLMB in Q2 2023 and held it in 2 quarters. The position peaked at $482K in Q2 2023. 68 funds tracked by Wall St. Rank hold CLMB as of Q4 2023.

  • Anchor Capital Advisors reported no remaining Climb Global Solutions position as of Q4 2023 after selling out during the quarter.
  • Anchor Capital Advisors sold 40,328 Climb Global Solutions shares in Q4 2023, an estimated $434K.
  • Anchor Capital Advisors first reported a position in Climb Global Solutions in Q2 2023 and held it in 2 quarters.
  • Anchor Capital Advisors's Climb Global Solutions position peaked at $482K in Q2 2023.
  • 68 funds tracked by Wall St. Rank held Climb Global Solutions as of Q4 2023.

Based on Anchor Capital Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.