Gradient Investments’s Columbia Sportswear COLM Stock Holding History

Gradient Investments’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
2024 Q3	–	Sell	-83	Closed	-$6.56K	–	493
2024 Q2	$6.56K	Hold	83	–	–	﹤0.01%	809
2024 Q1	$6.74K	Hold	83	–	–	﹤0.01%	686
2023 Q4	$6.6K	Hold	83	–	–	﹤0.01%	922
2023 Q3	$6.15K	Hold	83	–	–	﹤0.01%	903
2023 Q2	$6.41K	Hold	83	–	–	﹤0.01%	899
2023 Q1	$7.49K	Hold	83	–	–	﹤0.01%	872
2022 Q4	$7.27K	Hold	83	–	–	﹤0.01%	867
2022 Q3	$6K	Hold	83	–	–	﹤0.01%	906
2022 Q2	$6K	Hold	83	–	–	﹤0.01%	867
2022 Q1	$8K	Hold	83	–	–	﹤0.01%	816
2021 Q4	$8K	Hold	83	–	–	﹤0.01%	838
2021 Q3	$8K	Hold	83	–	–	﹤0.01%	803
2021 Q2	$8K	Hold	83	–	–	﹤0.01%	797
2021 Q1	$9K	Buy	+83	New	+$8.21K	﹤0.01%	779

Other funds holding COLM

Morgan Stanley New York $1.66T AUM 25.57% 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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Gradient Investments's COLM Position: Q3 2024 in Review

Gradient Investments sold out of Columbia Sportswear (COLM) in Q3 2024, closing a stake of 83 shares — an estimated $6.56K sold.

Gradient Investments first reported a position in COLM in Q1 2021 and held it in 14 quarters. The position peaked at $9K in Q1 2021. 299 funds tracked by Wall St. Rank hold COLM as of Q3 2024.

Gradient Investments reported no remaining Columbia Sportswear position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 83 Columbia Sportswear shares in Q3 2024, an estimated $6.56K.
Gradient Investments first reported a position in Columbia Sportswear in Q1 2021 and held it in 14 quarters.
Gradient Investments's Columbia Sportswear position peaked at $9K in Q1 2021.
299 funds tracked by Wall St. Rank held Columbia Sportswear as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.