Disciplined Investments’s Columbia Sportswear COLM Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-12	Closed	-$927	–	404
2023 Q2	$927	Sell	12 -2	-14%	-$161	﹤0.01%	1003
2023 Q1	$1.26K	Buy	14 +1	+8%	+$90	﹤0.01%	860
2022 Q4	$1.14K	Hold	13	–	–	﹤0.01%	849
2022 Q3	$1K	Buy	13 +6	+86%	+$440	﹤0.01%	842
2022 Q2	$1K	Sell	7 -3	-30%	-$240	﹤0.01%	852
2022 Q1	$1K	Buy	+10	New	+$925	﹤0.01%	910

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

BTW

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Disciplined Investments's COLM Position: Q3 2023 in Review

Disciplined Investments sold out of Columbia Sportswear (COLM) in Q3 2023, closing a stake of 12 shares — an estimated $927 sold.

Disciplined Investments first reported a position in COLM in Q1 2022 and held it in 6 quarters. The position peaked at $1.26K in Q1 2023. 274 funds tracked by Wall St. Rank hold COLM as of Q3 2023.

Disciplined Investments reported no remaining Columbia Sportswear position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 12 Columbia Sportswear shares in Q3 2023, an estimated $927.
Disciplined Investments first reported a position in Columbia Sportswear in Q1 2022 and held it in 6 quarters.
Disciplined Investments's Columbia Sportswear position peaked at $1.26K in Q1 2023.
274 funds tracked by Wall St. Rank held Columbia Sportswear as of Q3 2023.

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