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Next Financial Group’s Columbia Sportswear COLM Stock Holding History

Next Financial Group’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
2021
Q4 		$1K Hold
8
– – ﹤0.01% 2712
2021
Q3 		$1K Hold
8
– – ﹤0.01% 2590
2021
Q2 		$1K Hold
8
– – ﹤0.01% 2501
2021
Q1 		$1K Buy
+8
New +$792 ﹤0.01% 2389
2015
Q4 		– Sell
-135
Closed -$7K – 1794
2015
Q3 		$7K Sell
135
-199
-60% -$12.4K ﹤0.01% 1316
2015
Q2 		$20K Hold
334
– – 0.01% 996
2015
Q1 		$20K Hold
334
– – 0.01% 990
2014
Q4 		$15K Buy
+334
New +$13.6K 0.01% 1086

Other funds holding COLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Next Financial Group's COLM Position: Q4 2021 in Review

Next Financial Group held its Columbia Sportswear (COLM) position steady in Q4 2021 at 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2712.

Next Financial Group first reported a position in COLM in Q4 2014 and has held it in 8 quarters since. The position peaked at $20K in Q2 2015. 294 funds tracked by Wall St. Rank hold COLM as of Q4 2021.

  • Next Financial Group held 8 shares of Columbia Sportswear worth $1K as of Q4 2021.
  • Next Financial Group left its Columbia Sportswear share count unchanged in Q4 2021.
  • Columbia Sportswear made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2712 holding.
  • Next Financial Group first reported a position in Columbia Sportswear in Q4 2014 and has held it in 8 quarters since.
  • Next Financial Group's Columbia Sportswear position peaked at $20K in Q2 2015.
  • 294 funds tracked by Wall St. Rank held Columbia Sportswear as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.