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Heritage Financial Services’s Church & Dwight Co CHD Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-600
Closed -$55K – 134
2022
Q2 		$55K Buy
+600
New +$56.7K 0.03% 157

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Massachusetts Financial Services
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Geode Capital Management
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Stifel Financial
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Invesco
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Heritage Financial Services's CHD Position: Q3 2022 in Review

Heritage Financial Services sold out of Church & Dwight Co (CHD) in Q3 2022, closing a stake of 600 shares — an estimated $55K sold.

Heritage Financial Services first reported a position in CHD in Q2 2022 and held it in 1 quarter. The position peaked at $55K in Q2 2022. 885 funds tracked by Wall St. Rank hold CHD as of Q3 2022.

  • Heritage Financial Services reported no remaining Church & Dwight Co position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 600 Church & Dwight Co shares in Q3 2022, an estimated $55K.
  • Heritage Financial Services first reported a position in Church & Dwight Co in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Church & Dwight Co position peaked at $55K in Q2 2022.
  • 885 funds tracked by Wall St. Rank held Church & Dwight Co as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.