LTI
COLM icon

Laffer Tengler Investments’s Columbia Sportswear COLM Stock Holding History

Laffer Tengler Investments’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
-1,273
Closed -$98.3K – 335
2023
Q2 		$98.3K Buy
1,273
+3
+0.2% +$242 0.03% 253
2023
Q1 		$115K Buy
1,270
+22
+2% +$1.97K 0.03% 256
2022
Q4 		$109K Buy
+1,248
New +$100K 0.03% 253

Other funds holding COLM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Laffer Tengler Investments's COLM Position: Q3 2023 in Review

Laffer Tengler Investments sold out of Columbia Sportswear (COLM) in Q3 2023, closing a stake of 1,273 shares — an estimated $98.3K sold.

Laffer Tengler Investments first reported a position in COLM in Q4 2022 and held it in 3 quarters. The position peaked at $115K in Q1 2023. 274 funds tracked by Wall St. Rank hold COLM as of Q3 2023.

  • Laffer Tengler Investments reported no remaining Columbia Sportswear position as of Q3 2023 after selling out during the quarter.
  • Laffer Tengler Investments sold 1,273 Columbia Sportswear shares in Q3 2023, an estimated $98.3K.
  • Laffer Tengler Investments first reported a position in Columbia Sportswear in Q4 2022 and held it in 3 quarters.
  • Laffer Tengler Investments's Columbia Sportswear position peaked at $115K in Q1 2023.
  • 274 funds tracked by Wall St. Rank held Columbia Sportswear as of Q3 2023.

Based on Laffer Tengler Investments's 13F filing for Q3 2023, filed 14 Nov 2023.