Orion Portfolio Solutions’s Columbia Sportswear COLM Stock Holding History

Orion Portfolio Solutions’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 Q1	–	Sell	-3,220	Closed	-$247K	–	1694
2023 Q4	$247K	Buy	3,220 +422	+15%	+$32.1K	﹤0.01%	1489
2023 Q3	$207K	Sell	2,798 -4	-0.1%	-$298	﹤0.01%	1542
2023 Q2	$216K	Buy	2,802 +25	+0.9%	+$2.01K	﹤0.01%	1533
2023 Q1	$251K	Buy	+2,777	New	+$249K	﹤0.01%	1412
2020 Q3	–	Sell	-36	Closed	-$3K	–	739
2020 Q2	$3K	Buy	+36	New	+$2.63K	﹤0.01%	1629
2020 Q1	–	Sell	-66	Closed	-$7K	–	1961
2019 Q4	$7K	Buy	+66	New	+$6.26K	﹤0.01%	1125

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BTW

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

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

BPWM

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

Orion Portfolio Solutions's COLM Position: Q1 2024 in Review

Orion Portfolio Solutions sold out of Columbia Sportswear (COLM) in Q1 2024, closing a stake of 3,220 shares — an estimated $247K sold.

Orion Portfolio Solutions first reported a position in COLM in Q4 2019 and held it in 6 quarters. The position peaked at $251K in Q1 2023. 295 funds tracked by Wall St. Rank hold COLM as of Q1 2024.

Orion Portfolio Solutions reported no remaining Columbia Sportswear position as of Q1 2024 after selling out during the quarter.
Orion Portfolio Solutions sold 3,220 Columbia Sportswear shares in Q1 2024, an estimated $247K.
Orion Portfolio Solutions first reported a position in Columbia Sportswear in Q4 2019 and held it in 6 quarters.
Orion Portfolio Solutions's Columbia Sportswear position peaked at $251K in Q1 2023.
295 funds tracked by Wall St. Rank held Columbia Sportswear as of Q1 2024.

Based on Orion Portfolio Solutions's 13F filing for Q1 2024, filed 9 May 2024.