Evergreen Capital Management’s Columbia Sportswear COLM Stock Holding History

Evergreen Capital Management’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
2020 Q2	–	Sell	-3,250	Closed	-$227K	–	409
2020 Q1	$227K	Sell	3,250 -684	-17%	-$58.1K	0.02%	310
2019 Q4	$394K	Buy	3,934 +100	+3%	+$9.49K	0.03%	290
2019 Q3	$371K	Hold	3,834	–	–	0.03%	268
2019 Q2	$384K	Hold	3,834	–	–	0.04%	260
2019 Q1	$399K	Hold	3,834	–	–	0.04%	236
2018 Q4	$322K	Hold	3,834	–	–	0.03%	253
2018 Q3	$357K	Hold	3,834	–	–	0.03%	252
2018 Q2	$351K	Hold	3,834	–	–	0.03%	239
2018 Q1	$293K	Buy	+3,834	New	+$289K	0.03%	271

Other funds holding COLM

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Evergreen Capital Management's COLM Position: Q2 2020 in Review

Evergreen Capital Management sold out of Columbia Sportswear (COLM) in Q2 2020, closing a stake of 3,250 shares — an estimated $227K sold.

Evergreen Capital Management first reported a position in COLM in Q1 2018 and held it in 9 quarters. The position peaked at $399K in Q1 2019. 250 funds tracked by Wall St. Rank hold COLM as of Q2 2020.

Evergreen Capital Management reported no remaining Columbia Sportswear position as of Q2 2020 after selling out during the quarter.
Evergreen Capital Management sold 3,250 Columbia Sportswear shares in Q2 2020, an estimated $227K.
Evergreen Capital Management first reported a position in Columbia Sportswear in Q1 2018 and held it in 9 quarters.
Evergreen Capital Management's Columbia Sportswear position peaked at $399K in Q1 2019.
250 funds tracked by Wall St. Rank held Columbia Sportswear as of Q2 2020.

Based on Evergreen Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.