Geller Advisors’s Church & Dwight Co CHD Stock Holding History

Geller Advisors’s Portfolio CHD Stock Details CHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,187	Closed	-$219K	–	251
2023 Q2	$219K	Sell	2,187 -161	-7%	-$15.2K	0.03%	234
2023 Q1	$208K	Buy	+2,348	New	+$196K	0.03%	170
2022 Q3	–	Sell	-2,711	Closed	-$251K	–	136
2022 Q2	$251K	Buy	2,711 +44	+2%	+$4.16K	0.05%	109
2022 Q1	$265K	Sell	2,667 -499	-16%	-$49.7K	0.05%	123
2021 Q4	$325K	Buy	3,166 +3	+0.1%	+$272	0.06%	110
2021 Q3	$261K	Buy	+3,163	New	+$268K	0.06%	120
2021 Q1	–	Sell	-1,363	Closed	-$206K	–	126
2020 Q4	$206K	Buy	+1,363	New	+$121K	0.05%	114
2019 Q4	–	Sell	-2,847	Closed	-$214K	–	64
2019 Q3	$214K	Buy	+2,847	New	+$216K	0.08%	64
2018 Q3	–	Sell	-5,695	Closed	-$303K	–	32
2018 Q2	$303K	Buy	5,695 +1,200	+27%	+$58.1K	0.13%	22
2018 Q1	$226K	Hold	4,495	–	–	0.11%	26
2017 Q4	$226K	Hold	4,495	–	–	0.11%	26
2017 Q3	$218K	Hold	4,495	–	–	0.11%	26
2017 Q2	$233K	Sell	4,495 -305	-6%	-$15.6K	0.12%	22
2017 Q1	$239K	Hold	4,800	–	–	0.13%	18
2016 Q4	$212K	Hold	4,800	–	–	0.13%	20
2016 Q3	$230K	Hold	4,800	–	–	0.13%	23
2016 Q2	$247K	Hold	4,800	–	–	0.14%	22
2016 Q1	$221K	Hold	4,800	–	–	0.13%	25
2015 Q4	$204K	Hold	4,800	–	–	0.12%	29
2015 Q3	$201K	Buy	+4,800	New	+$206K	0.13%	27
2015 Q2	–	Sell	-4,800	Closed	-$205K	–	37
2015 Q1	$205K	Buy	+4,800	New	+$200K	0.12%	36

Other funds holding CHD

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geller Advisors's CHD Position: Q3 2023 in Review

Geller Advisors sold out of Church & Dwight Co (CHD) in Q3 2023, closing a stake of 2,187 shares — an estimated $219K sold.

Geller Advisors first reported a position in CHD in Q1 2015 and held it in 21 quarters. The position peaked at $325K in Q4 2021. 947 funds tracked by Wall St. Rank hold CHD as of Q3 2023.

Geller Advisors reported no remaining Church & Dwight Co position as of Q3 2023 after selling out during the quarter.
Geller Advisors sold 2,187 Church & Dwight Co shares in Q3 2023, an estimated $219K.
Geller Advisors first reported a position in Church & Dwight Co in Q1 2015 and held it in 21 quarters.
Geller Advisors's Church & Dwight Co position peaked at $325K in Q4 2021.
947 funds tracked by Wall St. Rank held Church & Dwight Co as of Q3 2023.

Based on Geller Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.