EI
COLM icon

Ellevest Inc’s Columbia Sportswear COLM Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-300
Closed -$27.1K – 617
2023
Q1 		$27.1K Hold
300
– – ﹤0.01% 768
2022
Q4 		$26.3K Buy
300
+120
+67% +$9.66K ﹤0.01% 776
2022
Q3 		$12K Buy
180
+113
+169% +$8.28K ﹤0.01% 941
2022
Q2 		$5K Buy
67
+53
+379% +$4.23K ﹤0.01% 1001
2022
Q1 		$1K Buy
+14
New +$1.29K ﹤0.01% 1272
2020
Q4 		– Sell
-1,347
Closed -$117K – 1214
2020
Q3 		$117K Hold
1,347
– – 0.02% 217
2020
Q2 		$109K Hold
1,347
– – 0.02% 191
2020
Q1 		$94K Buy
+1,347
New +$114K 0.03% 149

Other funds holding COLM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ellevest Inc's COLM Position: Q2 2023 in Review

Ellevest Inc sold out of Columbia Sportswear (COLM) in Q2 2023, closing a stake of 300 shares — an estimated $27.1K sold.

Ellevest Inc first reported a position in COLM in Q1 2020 and held it in 8 quarters. The position peaked at $117K in Q3 2020. 291 funds tracked by Wall St. Rank hold COLM as of Q2 2023.

  • Ellevest Inc reported no remaining Columbia Sportswear position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 300 Columbia Sportswear shares in Q2 2023, an estimated $27.1K.
  • Ellevest Inc first reported a position in Columbia Sportswear in Q1 2020 and held it in 8 quarters.
  • Ellevest Inc's Columbia Sportswear position peaked at $117K in Q3 2020.
  • 291 funds tracked by Wall St. Rank held Columbia Sportswear as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.