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Baystate Wealth Management’s Church & Dwight Co CHD Stock Holding History

Baystate Wealth Management’s Portfolio CHD Stock Details CHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$223K Buy
2,355
+7
+0.3% +$641 0.02% 192
2023
Q3 		$215K Buy
2,348
+7
+0.3% +$670 0.02% 186
2023
Q2 		$235K Buy
2,341
+408
+21% +$38.4K 0.02% 176
2023
Q1 		$171K Buy
1,933
+6
+0.3% +$501 0.01% 193
2022
Q4 		$155K Buy
1,927
+6
+0.3% +$460 0.01% 211
2022
Q3 		$137K Buy
1,921
+6
+0.3% +$518 0.01% 203
2022
Q2 		$177K Buy
1,915
+6
+0.3% +$567 0.02% 191
2022
Q1 		$190K Sell
1,909
-17
-0.9% -$1.69K 0.02% 178
2021
Q4 		$197K Buy
1,926
+27
+1% +$2.45K 0.02% 182
2021
Q3 		$157K Buy
1,899
+6
+0.3% +$509 0.02% 170
2021
Q2 		$161K Buy
1,893
+5
+0.3% +$432 0.02% 160
2021
Q1 		$165K Buy
1,888
+6
+0.3% +$501 0.02% 150
2020
Q4 		$164K Buy
1,882
+5
+0.3% +$443 0.02% 139
2020
Q3 		$176K Buy
1,877
+5
+0.3% +$454 0.02% 124
2020
Q2 		$145K Buy
1,872
+1,462
+357% +$106K 0.02% 132
2020
Q1 		$26K Buy
410
+1
+0.2% +$71 ﹤0.01% 254
2019
Q4 		$29K Sell
409
-121
-23% -$8.6K ﹤0.01% 279
2019
Q3 		$40K Buy
530
+2
+0.4% +$151 0.01% 226
2019
Q2 		$39K Sell
528
-8
-1% -$595 0.01% 241
2019
Q1 		$39K Buy
536
+412
+332% +$27.1K 0.01% 241
2018
Q4 		$9K Sell
124
-300
-71% -$19K ﹤0.01% 381
2018
Q3 		$24K Buy
424
+1
+0.2% +$57 ﹤0.01% 282
2018
Q2 		$23K Buy
423
+2
+0.5% +$97 ﹤0.01% 270
2018
Q1 		$19K Buy
421
+301
+251% +$14.8K ﹤0.01% 286
2017
Q4 		$6K Hold
120
– – ﹤0.01% 405
2017
Q3 		$6K Sell
120
-400
-77% -$20.3K ﹤0.01% 387
2017
Q2 		$28K Buy
520
+400
+333% +$20.4K 0.01% 236
2017
Q1 		$6K Hold
120
– – ﹤0.01% 374
2016
Q4 		$5K Buy
+120
New +$5.47K ﹤0.01% 351
2013
Q3 		– Sell
-120
Closed -$4K – 54
2013
Q2 		$4K Buy
+120
New +$3.75K ﹤0.01% 235

Other funds holding CHD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Baystate Wealth Management's CHD Position: Q4 2023 in Review

Baystate Wealth Management increased its Church & Dwight Co (CHD) stake by 0.3% in Q4 2023, buying an estimated $641 and bringing the position to 2,355 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #192.

Baystate Wealth Management first reported a position in CHD in Q2 2013 and has held it in 30 quarters since. The position peaked at $235K in Q2 2023. 961 funds tracked by Wall St. Rank hold CHD as of Q4 2023.

  • Baystate Wealth Management held 2,355 shares of Church & Dwight Co worth $223K as of Q4 2023.
  • Baystate Wealth Management bought 7 Church & Dwight Co shares in Q4 2023, an estimated $641.
  • Church & Dwight Co made up 0.02% of Baystate Wealth Management's portfolio in Q4 2023, its #192 holding.
  • Baystate Wealth Management first reported a position in Church & Dwight Co in Q2 2013 and has held it in 30 quarters since.
  • Baystate Wealth Management's Church & Dwight Co position peaked at $235K in Q2 2023.
  • 961 funds tracked by Wall St. Rank held Church & Dwight Co as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.