OCM
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Orion Capital Management’s Columbia Sportswear COLM Stock Holding History

Orion Capital Management’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 		– Sell
-224
Closed -$17.7K – 203
2024
Q2 		$17.7K Hold
224
– – 0.01% 324
2024
Q1 		$18.2K Hold
224
– – 0.01% 345
2023
Q4 		$17.8K Hold
224
– – 0.01% 346
2023
Q3 		$16.6K Buy
+224
New +$16.7K 0.01% 347
2023
Q2 		– Sell
-224
Closed -$20.2K – 204
2023
Q1 		$20.2K Buy
+224
New +$20.1K 0.01% 316

Other funds holding COLM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
BTW
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BPWM
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

Orion Capital Management's COLM Position: Q3 2024 in Review

Orion Capital Management sold out of Columbia Sportswear (COLM) in Q3 2024, closing a stake of 224 shares — an estimated $17.7K sold.

Orion Capital Management first reported a position in COLM in Q1 2023 and held it in 5 quarters. The position peaked at $20.2K in Q1 2023. 299 funds tracked by Wall St. Rank hold COLM as of Q3 2024.

  • Orion Capital Management reported no remaining Columbia Sportswear position as of Q3 2024 after selling out during the quarter.
  • Orion Capital Management sold 224 Columbia Sportswear shares in Q3 2024, an estimated $17.7K.
  • Orion Capital Management first reported a position in Columbia Sportswear in Q1 2023 and held it in 5 quarters.
  • Orion Capital Management's Columbia Sportswear position peaked at $20.2K in Q1 2023.
  • 299 funds tracked by Wall St. Rank held Columbia Sportswear as of Q3 2024.

Based on Orion Capital Management's 13F filing for Q3 2024, filed 18 Nov 2024.