Raymond James Trust’s Columbia Sportswear COLM Stock Holding History

Raymond James Trust’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	$230K	Sell	2,762 -118	-4%	-$9.47K	0.01%	1177
2024 Q2	$228K	Hold	2,880	–	–	0.01%	1126
2024 Q1	$234K	Hold	2,880	–	–	0.01%	1113
2023 Q4	$229K	Hold	2,880	–	–	0.01%	1079
2023 Q3	$213K	Hold	2,880	–	–	0.01%	1052
2023 Q2	$222K	Buy	+2,880	New	+$232K	0.01%	1060
2021 Q2	–	Sell	-2,279	Closed	-$241K	–	1139
2021 Q1	$241K	Buy	+2,279	New	+$225K	0.01%	930
2013 Q3	–	Sell	-7,188	Closed	-$225K	–	568
2013 Q2	$225K	Buy	+7,188	New	+$216K	0.04%	419

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Raymond James Trust's COLM Position: Q3 2024 in Review

Raymond James Trust reduced its Columbia Sportswear (COLM) stake by 4.1% in Q3 2024, selling an estimated $9.47K and leaving 2,762 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #1177.

Raymond James Trust first reported a position in COLM in Q2 2013 and has held it in 8 quarters since. The position peaked at $241K in Q1 2021. 299 funds tracked by Wall St. Rank hold COLM as of Q3 2024.

Raymond James Trust held 2,762 shares of Columbia Sportswear worth $230K as of Q3 2024.
Raymond James Trust sold 118 Columbia Sportswear shares in Q3 2024, an estimated $9.47K.
Columbia Sportswear made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #1177 holding.
Raymond James Trust first reported a position in Columbia Sportswear in Q2 2013 and has held it in 8 quarters since.
Raymond James Trust's Columbia Sportswear position peaked at $241K in Q1 2021.
299 funds tracked by Wall St. Rank held Columbia Sportswear as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.