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Ergoteles’s Columbia Financial CLBK Stock Holding History

Ergoteles’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
-33,213
Closed -$261K – 194
2023
Q2 		$261K Buy
+33,213
New +$262K 0.01% 802
2022
Q4 		– Sell
-24,453
Closed -$235K – 1509
2022
Q3 		$235K Sell
24,453
-2,827
-10% -$27.7K 0.01% 1099
2022
Q2 		$270K Buy
+27,280
New +$259K 0.01% 1163
2021
Q4 		– Sell
-84,040
Closed -$707K – 1283
2021
Q3 		$707K Buy
84,040
+5,280
+7% +$42.9K 0.03% 469
2021
Q2 		$616K Buy
+78,760
New +$631K 0.01% 704
2021
Q1 		– Sell
-28,811
Closed -$204K – 826
2020
Q4 		$204K Buy
+28,811
New +$181K 0.01% 607

Other funds holding CLBK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Ergoteles's CLBK Position: Q3 2023 in Review

Ergoteles sold out of Columbia Financial (CLBK) in Q3 2023, closing a stake of 33,213 shares — an estimated $261K sold.

Ergoteles first reported a position in CLBK in Q4 2020 and held it in 6 quarters. The position peaked at $707K in Q3 2021. 87 funds tracked by Wall St. Rank hold CLBK as of Q3 2023.

  • Ergoteles reported no remaining Columbia Financial position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 33,213 Columbia Financial shares in Q3 2023, an estimated $261K.
  • Ergoteles first reported a position in Columbia Financial in Q4 2020 and held it in 6 quarters.
  • Ergoteles's Columbia Financial position peaked at $707K in Q3 2021.
  • 87 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2023.

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