Financial Gravity Asset Management’s Columbia Sportswear COLM Stock Holding History

Financial Gravity Asset 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
2019 Q4	$126K	Sell	270 -245	-48%	-$23.3K	0.09%	239
2019 Q3	$50K	Hold	515	–	–	0.04%	291
2019 Q2	$52K	Buy	515 +504	+4,582%	+$50K	0.04%	316
2019 Q1	$1K	Buy	+11	New	+$1.06K	﹤0.01%	1059
2018 Q3	$2K	Buy	27 +3	+13%	+$273	﹤0.01%	932
2018 Q2	$2K	Sell	24 -10	-29%	-$853	﹤0.01%	961
2018 Q1	$3K	Buy	+34	New	+$2.56K	﹤0.01%	834

Other funds holding COLM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Financial Gravity Asset Management's COLM Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its Columbia Sportswear (COLM) stake by 48% in Q4 2019, selling an estimated $23.3K and leaving 270 shares worth $126K. The position accounts for 0.09% of the portfolio, ranked #239.

Financial Gravity Asset Management first reported a position in COLM in Q1 2018 and has held it in 7 quarters since. 304 funds tracked by Wall St. Rank hold COLM as of Q4 2019.

Financial Gravity Asset Management held 270 shares of Columbia Sportswear worth $126K as of Q4 2019.
Financial Gravity Asset Management sold 245 Columbia Sportswear shares in Q4 2019, an estimated $23.3K.
Columbia Sportswear made up 0.09% of Financial Gravity Asset Management's portfolio in Q4 2019, its #239 holding.
Financial Gravity Asset Management first reported a position in Columbia Sportswear in Q1 2018 and has held it in 7 quarters since.
304 funds tracked by Wall St. Rank held Columbia Sportswear as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.