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

BerganKDV 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 Q2	$35.5K	Sell	354 -50	-12%	-$4.71K	﹤0.01%	417
2023 Q1	$35.7K	Hold	404	–	–	﹤0.01%	432
2022 Q4	$32.6K	Hold	404	–	–	﹤0.01%	427
2022 Q3	$29K	Sell	404 -4	-1%	-$345	﹤0.01%	435
2022 Q2	$38K	Buy	408 +4	+1%	+$378	﹤0.01%	412
2022 Q1	$40K	Sell	404 -28	-6%	-$2.79K	﹤0.01%	417
2021 Q4	$44K	Buy	432 +28	+7%	+$2.54K	﹤0.01%	441
2021 Q3	$33K	Hold	404	–	–	﹤0.01%	453
2021 Q2	$34K	Hold	404	–	–	﹤0.01%	437
2021 Q1	$35K	Sell	404 -550	-58%	-$45.9K	﹤0.01%	410
2020 Q4	$83K	Hold	954	–	–	0.01%	295
2020 Q3	$89K	Hold	954	–	–	0.01%	274
2020 Q2	$74K	Hold	954	–	–	0.01%	306
2020 Q1	$61K	Hold	954	–	–	0.01%	306
2019 Q4	$67K	Hold	954	–	–	0.01%	318
2019 Q3	$72K	Hold	954	–	–	0.01%	293
2019 Q2	$70K	Hold	954	–	–	0.01%	298
2019 Q1	$68K	Hold	954	–	–	0.01%	311
2018 Q4	$63K	Hold	954	–	–	0.01%	279
2018 Q3	$57K	Hold	954	–	–	0.01%	303
2018 Q2	$51K	Buy	+954	New	+$46.2K	0.01%	317

Other funds holding CHD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BerganKDV Wealth Management's CHD Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Church & Dwight Co (CHD) stake by 12% in Q2 2023, selling an estimated $4.71K and leaving 354 shares worth $35.5K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

BerganKDV Wealth Management first reported a position in CHD in Q2 2018 and has held it in 21 quarters since. The position peaked at $89K in Q3 2020. 966 funds tracked by Wall St. Rank hold CHD as of Q2 2023.

BerganKDV Wealth Management held 354 shares of Church & Dwight Co worth $35.5K as of Q2 2023.
BerganKDV Wealth Management sold 50 Church & Dwight Co shares in Q2 2023, an estimated $4.71K.
Church & Dwight Co made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #417 holding.
BerganKDV Wealth Management first reported a position in Church & Dwight Co in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Church & Dwight Co position peaked at $89K in Q3 2020.
966 funds tracked by Wall St. Rank held Church & Dwight Co as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.