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Moran Wealth Management’s Church & Dwight Co CHD Stock Holding History

Moran Wealth Management’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
Q3 		– Sell
-3,455
Closed -$346K – 374
2023
Q2 		$346K Sell
3,455
-527
-13% -$49.6K 0.01% 328
2023
Q1 		$352K Sell
3,982
-50,103
-93% -$4.18M 0.01% 316
2022
Q4 		$4.36M Buy
+54,085
New +$4.15M 0.17% 167

Other funds holding CHD

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Moran Wealth Management's CHD Position: Q3 2023 in Review

Moran Wealth Management sold out of Church & Dwight Co (CHD) in Q3 2023, closing a stake of 3,455 shares — an estimated $346K sold.

Moran Wealth Management first reported a position in CHD in Q4 2022 and held it in 3 quarters. The position peaked at $4.36M in Q4 2022. 947 funds tracked by Wall St. Rank hold CHD as of Q3 2023.

  • Moran Wealth Management reported no remaining Church & Dwight Co position as of Q3 2023 after selling out during the quarter.
  • Moran Wealth Management sold 3,455 Church & Dwight Co shares in Q3 2023, an estimated $346K.
  • Moran Wealth Management first reported a position in Church & Dwight Co in Q4 2022 and held it in 3 quarters.
  • Moran Wealth Management's Church & Dwight Co position peaked at $4.36M in Q4 2022.
  • 947 funds tracked by Wall St. Rank held Church & Dwight Co as of Q3 2023.

Based on Moran Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.