New Potomac Partners’s Columbia Sportswear COLM Stock Holding History

New Potomac Partners’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
2024 Q3	$16.6K	Buy	+200	New	+$16.1K	0.01%	141
2020 Q4	–	Sell	-200	Closed	-$17K	–	74
2020 Q3	$17K	Hold	200	–	–	0.01%	110
2020 Q2	$16K	Hold	200	–	–	0.01%	112
2020 Q1	$14K	Hold	200	–	–	0.02%	114
2019 Q4	$20K	Hold	200	–	–	0.02%	114
2019 Q3	$19K	Hold	200	–	–	0.02%	117
2019 Q2	$20K	Hold	200	–	–	0.02%	115
2019 Q1	$21K	Hold	200	–	–	0.02%	112
2018 Q4	$17K	Hold	200	–	–	0.02%	126
2018 Q3	$19K	Hold	200	–	–	0.02%	124
2018 Q2	$18K	Hold	200	–	–	0.02%	123
2018 Q1	$15K	Hold	200	–	–	0.01%	127
2017 Q4	$14K	Buy	+200	New	+$13.1K	0.01%	128

Other funds holding COLM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

New Potomac Partners's COLM Position: Q3 2024 in Review

New Potomac Partners opened a new position in Columbia Sportswear (COLM) in Q3 2024: 200 shares worth $16.6K. The stake represents 0.01% of the portfolio and ranks #141 among its holdings. This is a return to the name: New Potomac Partners previously reported a position in COLM as recently as Q3 2020.

New Potomac Partners first reported a position in COLM in Q4 2017 and has held it in 13 quarters since. The position peaked at $21K in Q1 2019. 299 funds tracked by Wall St. Rank hold COLM as of Q3 2024.

New Potomac Partners held 200 shares of Columbia Sportswear worth $16.6K as of Q3 2024.
Columbia Sportswear was a new New Potomac Partners position in Q3 2024.
Columbia Sportswear made up 0.01% of New Potomac Partners's portfolio in Q3 2024, its #141 holding.
New Potomac Partners first reported a position in Columbia Sportswear in Q4 2017 and has held it in 13 quarters since.
New Potomac Partners's Columbia Sportswear position peaked at $21K in Q1 2019.
299 funds tracked by Wall St. Rank held Columbia Sportswear as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.