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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
-15,097
Closed -$261K – 194
2023
Q2 		$261K Buy
+15,097
New +$262K 0.01% 802
2022
Q4 		– Sell
-11,115
Closed -$235K – 1509
2022
Q3 		$235K Sell
11,115
-1,285
-10% -$27.7K 0.01% 1099
2022
Q2 		$270K Buy
+12,400
New +$259K 0.01% 1163
2021
Q4 		– Sell
-38,200
Closed -$707K – 1283
2021
Q3 		$707K Buy
38,200
+2,400
+7% +$42.9K 0.03% 469
2021
Q2 		$616K Buy
+35,800
New +$631K 0.01% 704
2021
Q1 		– Sell
-13,096
Closed -$204K – 826
2020
Q4 		$204K Buy
+13,096
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Ergoteles's CLBK Position: Q3 2023 in Review

Ergoteles sold out of Columbia Financial (CLBK) in Q3 2023, closing a stake of 15,097 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 15,097 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.