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Horan Securities’s Columbia Financial CLBK Stock Holding History

Horan Securities’s Portfolio CLBK Stock Details CLBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-707
Closed -$12.2K – 191
2023
Q2 		$12.2K Hold
707
– – 0.01% 367
2023
Q1 		$12.9K Hold
707
– – 0.01% 353
2022
Q4 		$15.3K Hold
707
– – 0.01% 323
2022
Q3 		$15K Hold
707
– – 0.01% 303
2022
Q2 		$15K Hold
707
– – 0.01% 278
2022
Q1 		$15K Sell
707
-200
-22% -$4.27K 0.01% 277
2021
Q4 		$19K Buy
+907
New +$17.6K 0.01% 249
2021
Q2 		$16K Buy
+907
New +$16K 0.01% 250

Other funds holding CLBK

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Horan Securities's CLBK Position: Q3 2023 in Review

Horan Securities sold out of Columbia Financial (CLBK) in Q3 2023, closing a stake of 707 shares — an estimated $12.2K sold.

Horan Securities first reported a position in CLBK in Q2 2021 and held it in 8 quarters. The position peaked at $19K in Q4 2021. 87 funds tracked by Wall St. Rank hold CLBK as of Q3 2023.

  • Horan Securities reported no remaining Columbia Financial position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 707 Columbia Financial shares in Q3 2023, an estimated $12.2K.
  • Horan Securities first reported a position in Columbia Financial in Q2 2021 and held it in 8 quarters.
  • Horan Securities's Columbia Financial position peaked at $19K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.