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Edgestream Partners’s Columbia Financial CLBK Stock Holding History

Edgestream Partners’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
-110,818
Closed -$1.66M – 866
2024
Q2 		$1.66M Buy
+110,818
New +$1.72M 0.08% 393

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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

Edgestream Partners's CLBK Position: Q3 2024 in Review

Edgestream Partners sold out of Columbia Financial (CLBK) in Q3 2024, closing a stake of 110,818 shares — an estimated $1.66M sold.

Edgestream Partners first reported a position in CLBK in Q2 2024 and held it in 1 quarter. The position peaked at $1.66M in Q2 2024. 103 funds tracked by Wall St. Rank hold CLBK as of Q3 2024.

  • Edgestream Partners reported no remaining Columbia Financial position as of Q3 2024 after selling out during the quarter.
  • Edgestream Partners sold 110,818 Columbia Financial shares in Q3 2024, an estimated $1.66M.
  • Edgestream Partners first reported a position in Columbia Financial in Q2 2024 and held it in 1 quarter.
  • Edgestream Partners's Columbia Financial position peaked at $1.66M in Q2 2024.
  • 103 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2024.

Based on Edgestream Partners's 13F filing for Q3 2024, filed 14 Nov 2024.