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Jamison Private Wealth Management’s Church & Dwight Co CHD Stock Holding History

Jamison Private Wealth Management’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
2024
Q4 		– Sell
-210
Closed -$22K – 245
2024
Q3 		$22K Buy
210
+1
+0.5% +$103 ﹤0.01% 298
2024
Q2 		$21.7K Sell
209
-5
-2% -$529 ﹤0.01% 293
2024
Q1 		$22.3K Buy
214
+5
+2% +$500 ﹤0.01% 292
2023
Q4 		$19.7K Buy
209
+1
+0.5% +$92 ﹤0.01% 276
2023
Q3 		$19.1K Buy
+208
New +$19.9K ﹤0.01% 273

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State Street
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jamison Private Wealth Management's CHD Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Church & Dwight Co (CHD) in Q4 2024, closing a stake of 210 shares — an estimated $22K sold.

Jamison Private Wealth Management first reported a position in CHD in Q3 2023 and held it in 5 quarters. The position peaked at $22.3K in Q1 2024. 1,051 funds tracked by Wall St. Rank hold CHD as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Church & Dwight Co position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 210 Church & Dwight Co shares in Q4 2024, an estimated $22K.
  • Jamison Private Wealth Management first reported a position in Church & Dwight Co in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Church & Dwight Co position peaked at $22.3K in Q1 2024.
  • 1,051 funds tracked by Wall St. Rank held Church & Dwight Co as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.