Jupiter Asset Management’s Columbia Sportswear COLM Stock Holding History

Jupiter Asset 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 Q3	–	Sell	-69,213	Closed	-$5.35M	–	497
2023 Q2	$5.35M	Buy	+69,213	New	+$5.57M	0.06%	273
2022 Q1	–	Sell	-52,577	Closed	-$5.15M	–	532
2021 Q4	$5.15M	Sell	52,577 -21,980	-29%	-$2.19M	0.06%	261
2021 Q3	$7.15M	Buy	74,557 +9,072	+14%	+$915K	0.08%	226
2021 Q2	$6.44M	Buy	+65,485	New	+$6.87M	0.07%	257

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Jupiter Asset Management's COLM Position: Q3 2023 in Review

Jupiter Asset Management sold out of Columbia Sportswear (COLM) in Q3 2023, closing a stake of 69,213 shares — an estimated $5.35M sold.

Jupiter Asset Management first reported a position in COLM in Q2 2021 and held it in 4 quarters. The position peaked at $7.15M in Q3 2021. 274 funds tracked by Wall St. Rank hold COLM as of Q3 2023.

Jupiter Asset Management reported no remaining Columbia Sportswear position as of Q3 2023 after selling out during the quarter.
Jupiter Asset Management sold 69,213 Columbia Sportswear shares in Q3 2023, an estimated $5.35M.
Jupiter Asset Management first reported a position in Columbia Sportswear in Q2 2021 and held it in 4 quarters.
Jupiter Asset Management's Columbia Sportswear position peaked at $7.15M in Q3 2021.
274 funds tracked by Wall St. Rank held Columbia Sportswear as of Q3 2023.

Based on Jupiter Asset Management's 13F filing for Q3 2023, filed 9 Nov 2023.