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Hefty Wealth Partners’s Church & Dwight Co CHD Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		$80K Hold
1,584
– – 0.05% 120
2017
Q4 		$79K Hold
1,584
– – 0.05% 117
2017
Q3 		$77K Hold
1,584
– – 0.05% 112
2017
Q2 		$82K Hold
1,584
– – 0.06% 101
2017
Q1 		$78K Hold
1,584
– – 0.06% 102
2016
Q4 		$69K Hold
1,584
– – 0.06% 99
2016
Q3 		$75K Buy
+1,584
New +$78.2K 0.06% 103

Other funds holding CHD

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hefty Wealth Partners's CHD Position: Q1 2018 in Review

Hefty Wealth Partners held its Church & Dwight Co (CHD) position steady in Q1 2018 at 1,584 shares worth $80K. The position accounts for 0.05% of the portfolio, ranked #120.

Hefty Wealth Partners first reported a position in CHD in Q3 2016 and has held it in 7 quarters since. The position peaked at $82K in Q2 2017. 719 funds tracked by Wall St. Rank hold CHD as of Q1 2018.

  • Hefty Wealth Partners held 1,584 shares of Church & Dwight Co worth $80K as of Q1 2018.
  • Hefty Wealth Partners left its Church & Dwight Co share count unchanged in Q1 2018.
  • Church & Dwight Co made up 0.05% of Hefty Wealth Partners's portfolio in Q1 2018, its #120 holding.
  • Hefty Wealth Partners first reported a position in Church & Dwight Co in Q3 2016 and has held it in 7 quarters since.
  • Hefty Wealth Partners's Church & Dwight Co position peaked at $82K in Q2 2017.
  • 719 funds tracked by Wall St. Rank held Church & Dwight Co as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.