Cresset Asset Management’s Columbia Sportswear COLM Stock Holding History

Cresset Asset 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
2024 Q4	–	Sell	-8,633	Closed	-$718K	–	1857
2024 Q3	$718K	Sell	8,633 -1,114	-11%	-$89.4K	﹤0.01%	1331
2024 Q2	$771K	Sell	9,747 -1,460	-13%	-$118K	﹤0.01%	1214
2024 Q1	$910K	Buy	11,207 +1,173	+12%	+$93.2K	﹤0.01%	1031
2023 Q4	$798K	Buy	10,034 +5,239	+109%	+$399K	﹤0.01%	993
2023 Q3	$355K	Buy	4,795 +1,953	+69%	+$145K	﹤0.01%	1360
2023 Q2	$219K	Buy	+2,842	New	+$229K	﹤0.01%	1690

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

BTW

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return

Cresset Asset Management's COLM Position: Q4 2024 in Review

Cresset Asset Management sold out of Columbia Sportswear (COLM) in Q4 2024, closing a stake of 8,633 shares — an estimated $718K sold.

Cresset Asset Management first reported a position in COLM in Q2 2023 and held it in 6 quarters. The position peaked at $910K in Q1 2024. 304 funds tracked by Wall St. Rank hold COLM as of Q4 2024.

Cresset Asset Management reported no remaining Columbia Sportswear position as of Q4 2024 after selling out during the quarter.
Cresset Asset Management sold 8,633 Columbia Sportswear shares in Q4 2024, an estimated $718K.
Cresset Asset Management first reported a position in Columbia Sportswear in Q2 2023 and held it in 6 quarters.
Cresset Asset Management's Columbia Sportswear position peaked at $910K in Q1 2024.
304 funds tracked by Wall St. Rank held Columbia Sportswear as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.