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 $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return