Oppenheimer Asset Management’s Columbia Financial CLBK Stock Holding History

Oppenheimer Asset Management’s Portfolio CLBK Stock Details CLBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,189	Closed	-$220K	–	1139
2022 Q4	$220K	Sell	10,189 -3,479	-25%	-$74.7K	﹤0.01%	1044
2022 Q3	$289K	Sell	13,668 -1,756	-11%	-$37.9K	0.01%	965
2022 Q2	$336K	Buy	15,424 +318	+2%	+$6.63K	0.01%	952
2022 Q1	$325K	Buy	15,106 +213	+1%	+$4.55K	﹤0.01%	1015
2021 Q4	$311K	Buy	14,893 +1,656	+13%	+$32.1K	﹤0.01%	1064
2021 Q3	$245K	Buy	13,237 +596	+5%	+$10.7K	﹤0.01%	1092
2021 Q2	$218K	Sell	12,641 -372	-3%	-$6.55K	﹤0.01%	1132
2021 Q1	$227K	Buy	13,013 +611	+5%	+$10.1K	﹤0.01%	1086
2020 Q4	$193K	Sell	12,402 -536	-4%	-$7.42K	﹤0.01%	1083
2020 Q3	$144K	Sell	12,938 -7,541	-37%	-$89.3K	﹤0.01%	1041
2020 Q2	$286K	Buy	20,479 +1,362	+7%	+$19K	0.01%	946
2020 Q1	$275K	Buy	19,117 +150	+0.8%	+$2.4K	0.01%	888
2019 Q4	$321K	Buy	18,967 +37	+0.2%	+$611	0.01%	944
2019 Q3	$299K	Buy	18,930 +143	+0.8%	+$2.2K	0.01%	940
2019 Q2	$284K	Buy	18,787 +10,513	+127%	+$162K	0.01%	964
2019 Q1	$130K	Buy	8,274 +520	+7%	+$8.08K	﹤0.01%	1145
2018 Q4	$119K	Buy	+7,754	New	+$121K	﹤0.01%	1144

Other funds holding CLBK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Oppenheimer Asset Management's CLBK Position: Q1 2023 in Review

Oppenheimer Asset Management sold out of Columbia Financial (CLBK) in Q1 2023, closing a stake of 10,189 shares — an estimated $220K sold.

Oppenheimer Asset Management first reported a position in CLBK in Q4 2018 and held it in 17 quarters. The position peaked at $336K in Q2 2022. 101 funds tracked by Wall St. Rank hold CLBK as of Q1 2023.

Oppenheimer Asset Management reported no remaining Columbia Financial position as of Q1 2023 after selling out during the quarter.
Oppenheimer Asset Management sold 10,189 Columbia Financial shares in Q1 2023, an estimated $220K.
Oppenheimer Asset Management first reported a position in Columbia Financial in Q4 2018 and held it in 17 quarters.
Oppenheimer Asset Management's Columbia Financial position peaked at $336K in Q2 2022.
101 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2023.

Based on Oppenheimer Asset Management's 13F filing for Q1 2023, filed 10 May 2023.