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Monograph Wealth Advisors’s Church & Dwight Co CHD Stock Holding History

Monograph Wealth Advisors’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
Q3 		– Sell
-3,000
Closed -$311K – 110
2024
Q2 		$311K Hold
3,000
– – 0.05% 86
2024
Q1 		$313K Sell
3,000
-1,539
-34% -$154K 0.05% 126
2023
Q4 		$429K Buy
4,539
+39
+0.9% +$3.57K 0.08% 63
2023
Q3 		$412K Buy
+4,500
New +$431K 0.08% 80

Other funds holding CHD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Monograph Wealth Advisors's CHD Position: Q3 2024 in Review

Monograph Wealth Advisors sold out of Church & Dwight Co (CHD) in Q3 2024, closing a stake of 3,000 shares — an estimated $311K sold.

Monograph Wealth Advisors first reported a position in CHD in Q3 2023 and held it in 4 quarters. The position peaked at $429K in Q4 2023. 1,027 funds tracked by Wall St. Rank hold CHD as of Q3 2024.

  • Monograph Wealth Advisors reported no remaining Church & Dwight Co position as of Q3 2024 after selling out during the quarter.
  • Monograph Wealth Advisors sold 3,000 Church & Dwight Co shares in Q3 2024, an estimated $311K.
  • Monograph Wealth Advisors first reported a position in Church & Dwight Co in Q3 2023 and held it in 4 quarters.
  • Monograph Wealth Advisors's Church & Dwight Co position peaked at $429K in Q4 2023.
  • 1,027 funds tracked by Wall St. Rank held Church & Dwight Co as of Q3 2024.

Based on Monograph Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.