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Lloyd Advisory Services’s Church & Dwight Co CHD Stock Holding History

Lloyd Advisory Services’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
2023
Q4 		– Sell
-4,051
Closed -$371K – 176
2023
Q3 		$371K Buy
+4,051
New +$388K 0.12% 160

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Capital International Investors
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
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Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Lloyd Advisory Services's CHD Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Church & Dwight Co (CHD) in Q4 2023, closing a stake of 4,051 shares — an estimated $371K sold.

Lloyd Advisory Services first reported a position in CHD in Q3 2023 and held it in 1 quarter. The position peaked at $371K in Q3 2023. 960 funds tracked by Wall St. Rank hold CHD as of Q4 2023.

  • Lloyd Advisory Services reported no remaining Church & Dwight Co position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 4,051 Church & Dwight Co shares in Q4 2023, an estimated $371K.
  • Lloyd Advisory Services first reported a position in Church & Dwight Co in Q3 2023 and held it in 1 quarter.
  • Lloyd Advisory Services's Church & Dwight Co position peaked at $371K in Q3 2023.
  • 960 funds tracked by Wall St. Rank held Church & Dwight Co as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.