CCM
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Channing Capital Management’s Coastal Financial CCB Stock Holding History

Channing Capital Management’s Portfolio CCB Stock Details CCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7,406
Closed -$318K – 115
2023
Q3 		$318K Buy
+7,406
New +$321K 0.01% 124

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GKIM
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KCM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Channing Capital Management's CCB Position: Q4 2023 in Review

Channing Capital Management sold out of Coastal Financial (CCB) in Q4 2023, closing a stake of 7,406 shares — an estimated $318K sold.

Channing Capital Management first reported a position in CCB in Q3 2023 and held it in 1 quarter. The position peaked at $318K in Q3 2023. 116 funds tracked by Wall St. Rank hold CCB as of Q4 2023.

  • Channing Capital Management reported no remaining Coastal Financial position as of Q4 2023 after selling out during the quarter.
  • Channing Capital Management sold 7,406 Coastal Financial shares in Q4 2023, an estimated $318K.
  • Channing Capital Management first reported a position in Coastal Financial in Q3 2023 and held it in 1 quarter.
  • Channing Capital Management's Coastal Financial position peaked at $318K in Q3 2023.
  • 116 funds tracked by Wall St. Rank held Coastal Financial as of Q4 2023.

Based on Channing Capital Management's 13F filing for Q4 2023, filed 6 Feb 2024.