Disciplined Investments’s Columbia Financial CLBK Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-19	Closed	-$329	–	373
2023 Q2	$329	Sell	19 -2	-10%	-$35	﹤0.01%	1362
2023 Q1	$384	Buy	21 +1	+5%	+$20	﹤0.01%	1316
2022 Q4	$432	Sell	20 -3	-13%	-$64	﹤0.01%	1233
2022 Q3	$0	Sell	23 -1	-4%	-$22	﹤0.01%	1276
2022 Q2	$1K	Buy	24 +3	+14%	+$63	﹤0.01%	843
2022 Q1	$0	Buy	+21	New	+$449	﹤0.01%	1370

Other funds holding CLBK

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Disciplined Investments's CLBK Position: Q3 2023 in Review

Disciplined Investments sold out of Columbia Financial (CLBK) in Q3 2023, closing a stake of 19 shares — an estimated $329 sold.

Disciplined Investments first reported a position in CLBK in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 87 funds tracked by Wall St. Rank hold CLBK as of Q3 2023.

Disciplined Investments reported no remaining Columbia Financial position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 19 Columbia Financial shares in Q3 2023, an estimated $329.
Disciplined Investments first reported a position in Columbia Financial in Q1 2022 and held it in 6 quarters.
Disciplined Investments's Columbia Financial position peaked at $1K in Q2 2022.
87 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.