Marks Group Wealth Management’s Columbia Sportswear COLM Stock Holding History

Marks Group 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	-78,114	Closed	-$5.79M	–	292
2023 Q3	$5.79M	Buy	78,114 +1,500	+2%	+$112K	0.72%	62
2023 Q2	$5.92M	Buy	76,614 +2,963	+4%	+$239K	0.7%	63
2023 Q1	$6.65M	Sell	73,651 -120	-0.2%	-$10.8K	0.85%	42
2022 Q4	$6.46M	Sell	73,771 -1,861	-2%	-$150K	0.88%	37
2022 Q3	$5.09M	Buy	75,632 +1,058	+1%	+$77.5K	0.77%	55
2022 Q2	$5.34M	Buy	74,574 +11,360	+18%	+$907K	0.77%	61
2022 Q1	$5.72M	Buy	63,214 +5,736	+10%	+$531K	0.72%	60
2021 Q4	$5.6M	Buy	57,478 +1,451	+3%	+$144K	0.68%	62
2021 Q3	$5.38M	Buy	56,027 +216	+0.4%	+$21.8K	0.73%	58
2021 Q2	$5.5M	Sell	55,811 -644	-1%	-$67.5K	0.75%	59
2021 Q1	$5.96M	Buy	56,455 +1,090	+2%	+$108K	0.88%	26
2020 Q4	$4.84M	Buy	55,365 +9	+0%	+$782	0.75%	56
2020 Q3	$4.81M	Sell	55,356 -825	-1%	-$68.4K	0.87%	33
2020 Q2	$4.52M	Buy	56,181 +3,807	+7%	+$278K	0.92%	23
2020 Q1	$3.65M	Buy	52,374 +7,733	+17%	+$657K	0.94%	45
2019 Q4	$4.47M	Buy	+44,641	New	+$4.24M	0.88%	45

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

Marks Group Wealth Management's COLM Position: Q4 2023 in Review

Marks Group Wealth Management sold out of Columbia Sportswear (COLM) in Q4 2023, closing a stake of 78,114 shares — an estimated $5.79M sold.

Marks Group Wealth Management first reported a position in COLM in Q4 2019 and held it in 16 quarters. The position peaked at $6.65M in Q1 2023. 302 funds tracked by Wall St. Rank hold COLM as of Q4 2023.

Marks Group Wealth Management reported no remaining Columbia Sportswear position as of Q4 2023 after selling out during the quarter.
Marks Group Wealth Management sold 78,114 Columbia Sportswear shares in Q4 2023, an estimated $5.79M.
Marks Group Wealth Management first reported a position in Columbia Sportswear in Q4 2019 and held it in 16 quarters.
Marks Group Wealth Management's Columbia Sportswear position peaked at $6.65M in Q1 2023.
302 funds tracked by Wall St. Rank held Columbia Sportswear as of Q4 2023.

Based on Marks Group Wealth Management's 13F filing for Q4 2023, filed 1 Feb 2024.