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Creekmur Asset Management’s Columbia Financial CLBK Stock Holding History

Creekmur Asset Management’s Portfolio CLBK Stock Details CLBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-67
Closed -$1K – 1038
2024
Q2 		$1K Buy
+67
New +$1.04K ﹤0.01% 787

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creekmur Asset Management's CLBK Position: Q3 2024 in Review

Creekmur Asset Management sold out of Columbia Financial (CLBK) in Q3 2024, closing a stake of 67 shares — an estimated $1K sold.

Creekmur Asset Management first reported a position in CLBK in Q2 2024 and held it in 1 quarter. The position peaked at $1K in Q2 2024. 103 funds tracked by Wall St. Rank hold CLBK as of Q3 2024.

  • Creekmur Asset Management reported no remaining Columbia Financial position as of Q3 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 67 Columbia Financial shares in Q3 2024, an estimated $1K.
  • Creekmur Asset Management first reported a position in Columbia Financial in Q2 2024 and held it in 1 quarter.
  • Creekmur Asset Management's Columbia Financial position peaked at $1K in Q2 2024.
  • 103 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2024.

Based on Creekmur Asset Management's 13F filing for Q3 2024, filed 25 Oct 2024.