Baystate Wealth Management’s Columbia Sportswear COLM Stock Holding History

Baystate Wealth Management’s Portfolio COLM Stock Details COLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$83	Hold	1	–	–	﹤0.01%	1299
2023 Q3	$77	Hold	1	–	–	﹤0.01%	1009
2023 Q2	$80	Hold	1	–	–	﹤0.01%	1026
2023 Q1	$93	Hold	1	–	–	﹤0.01%	1015
2022 Q4	$0	Hold	1	–	–	﹤0.01%	944
2022 Q3	$0	Hold	1	–	–	﹤0.01%	892
2022 Q2	$0	Hold	1	–	–	﹤0.01%	907
2022 Q1	$0	Sell	1 -2	-67%	-$185	﹤0.01%	885
2021 Q4	$0	Hold	3	–	–	﹤0.01%	890
2021 Q3	$0	Hold	3	–	–	﹤0.01%	842
2021 Q2	$0	Hold	3	–	–	﹤0.01%	807
2021 Q1	$0	Buy	+3	New	+$297	﹤0.01%	738

Other funds holding COLM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Baystate Wealth Management held its Columbia Sportswear (COLM) position steady in Q4 2023 at 1 share worth $83. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

Baystate Wealth Management first reported a position in COLM in Q1 2021 and has held it in 12 quarters since. The position peaked at $93 in Q1 2023. 302 funds tracked by Wall St. Rank hold COLM as of Q4 2023.

Baystate Wealth Management held 1 share of Columbia Sportswear worth $83 as of Q4 2023.
Baystate Wealth Management left its Columbia Sportswear share count unchanged in Q4 2023.
Columbia Sportswear made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1299 holding.
Baystate Wealth Management first reported a position in Columbia Sportswear in Q1 2021 and has held it in 12 quarters since.
Baystate Wealth Management's Columbia Sportswear position peaked at $93 in Q1 2023.
302 funds tracked by Wall St. Rank held Columbia Sportswear as of Q4 2023.

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