Phoenix Financial’s Columbia Sportswear COLM Stock Holding History

Phoenix Financial’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 Q2	–	Sell	-4,500	Closed	-$364K	–	372
2024 Q1	$364K	Buy	+4,500	New	+$357K	0.01%	302

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

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

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

BPWM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Phoenix Financial's COLM Position: Q2 2024 in Review

Phoenix Financial sold out of Columbia Sportswear (COLM) in Q2 2024, closing a stake of 4,500 shares — an estimated $364K sold.

Phoenix Financial first reported a position in COLM in Q1 2024 and held it in 1 quarter. The position peaked at $364K in Q1 2024. 286 funds tracked by Wall St. Rank hold COLM as of Q2 2024.

Phoenix Financial reported no remaining Columbia Sportswear position as of Q2 2024 after selling out during the quarter.
Phoenix Financial sold 4,500 Columbia Sportswear shares in Q2 2024, an estimated $364K.
Phoenix Financial first reported a position in Columbia Sportswear in Q1 2024 and held it in 1 quarter.
Phoenix Financial's Columbia Sportswear position peaked at $364K in Q1 2024.
286 funds tracked by Wall St. Rank held Columbia Sportswear as of Q2 2024.

Based on Phoenix Financial's 13F filing for Q2 2024, filed 12 Aug 2024.