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CGC Financial Services’s Columbia Sportswear COLM Stock Holding History

CGC Financial Services’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
2024
Q2 		– Sell
-4,655
Closed -$378K – 355
2024
Q1 		$378K Hold
4,655
– – 0.2% 31
2023
Q4 		$370K Hold
4,655
– – 0.17% 35
2023
Q3 		$345K Hold
4,655
– – 0.24% 29
2023
Q2 		$360K Buy
+4,655
New +$375K 0.23% 31

Other funds holding COLM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CGC Financial Services's COLM Position: Q2 2024 in Review

CGC Financial Services sold out of Columbia Sportswear (COLM) in Q2 2024, closing a stake of 4,655 shares — an estimated $378K sold.

CGC Financial Services first reported a position in COLM in Q2 2023 and held it in 4 quarters. The position peaked at $378K in Q1 2024. 286 funds tracked by Wall St. Rank hold COLM as of Q2 2024.

  • CGC Financial Services reported no remaining Columbia Sportswear position as of Q2 2024 after selling out during the quarter.
  • CGC Financial Services sold 4,655 Columbia Sportswear shares in Q2 2024, an estimated $378K.
  • CGC Financial Services first reported a position in Columbia Sportswear in Q2 2023 and held it in 4 quarters.
  • CGC Financial Services's Columbia Sportswear position peaked at $378K in Q1 2024.
  • 286 funds tracked by Wall St. Rank held Columbia Sportswear as of Q2 2024.

Based on CGC Financial Services's 13F filing for Q2 2024, filed 17 Jul 2024.