Horst & Graben Wealth Management’s Columbia Sportswear COLM Stock Holding History

Horst & Graben Wealth Management’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
2023 Q4	–	Sell	-3,170	Closed	-$235K	–	138
2023 Q3	$235K	Hold	3,170	–	–	0.06%	116
2023 Q2	$245K	Hold	3,170	–	–	0.06%	113
2023 Q1	$286K	Hold	3,170	–	–	0.07%	101
2022 Q4	$278K	Hold	3,170	–	–	0.07%	109
2022 Q3	$213K	Hold	3,170	–	–	0.06%	116
2022 Q2	$227K	Hold	3,170	–	–	0.06%	119
2022 Q1	$287K	Hold	3,170	–	–	0.07%	111
2021 Q4	$309K	Hold	3,170	–	–	0.08%	105
2021 Q3	$304K	Hold	3,170	–	–	0.08%	104
2021 Q2	$312K	Hold	3,170	–	–	0.09%	104
2021 Q1	$335K	Hold	3,170	–	–	0.11%	103
2020 Q4	$277K	Hold	3,170	–	–	0.1%	95
2020 Q3	$276K	Hold	3,170	–	–	0.11%	94
2020 Q2	$255K	Hold	3,170	–	–	0.11%	84
2020 Q1	$221K	Buy	+3,170	New	+$269K	0.12%	82

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

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

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

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

Horst & Graben Wealth Management's COLM Position: Q4 2023 in Review

Horst & Graben Wealth Management sold out of Columbia Sportswear (COLM) in Q4 2023, closing a stake of 3,170 shares — an estimated $235K sold.

Horst & Graben Wealth Management first reported a position in COLM in Q1 2020 and held it in 15 quarters. The position peaked at $335K in Q1 2021. 302 funds tracked by Wall St. Rank hold COLM as of Q4 2023.

Horst & Graben Wealth Management reported no remaining Columbia Sportswear position as of Q4 2023 after selling out during the quarter.
Horst & Graben Wealth Management sold 3,170 Columbia Sportswear shares in Q4 2023, an estimated $235K.
Horst & Graben Wealth Management first reported a position in Columbia Sportswear in Q1 2020 and held it in 15 quarters.
Horst & Graben Wealth Management's Columbia Sportswear position peaked at $335K in Q1 2021.
302 funds tracked by Wall St. Rank held Columbia Sportswear as of Q4 2023.

Based on Horst & Graben Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.