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Rockbridge Investment Management’s Church & Dwight Co CHD Stock Holding History

Rockbridge Investment Management’s Portfolio CHD Stock Details CHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,730
Closed -$164K – 206
2023
Q4 		$164K Buy
+1,730
New +$158K 0.03% 134
2022
Q3 		– Sell
-2,080
Closed -$193K – 185
2022
Q2 		$193K Hold
2,080
– – 0.04% 104
2022
Q1 		$211K Buy
2,080
+750
+56% +$74.7K 0.03% 155
2021
Q4 		$136K Hold
1,330
– – 0.02% 214
2021
Q3 		$110K Hold
1,330
– – 0.02% 220
2021
Q2 		$113K Hold
1,330
– – 0.02% 211
2021
Q1 		$116K Hold
1,330
– – 0.02% 194
2020
Q4 		$116K Hold
1,330
– – 0.02% 186
2020
Q3 		$125K Hold
1,330
– – 0.03% 163
2020
Q2 		$103K Buy
+1,330
New +$96.8K 0.03% 172

Other funds holding CHD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rockbridge Investment Management's CHD Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Church & Dwight Co (CHD) in Q1 2024, closing a stake of 1,730 shares — an estimated $164K sold.

Rockbridge Investment Management first reported a position in CHD in Q2 2020 and held it in 10 quarters. The position peaked at $211K in Q1 2022. 1,014 funds tracked by Wall St. Rank hold CHD as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Church & Dwight Co position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 1,730 Church & Dwight Co shares in Q1 2024, an estimated $164K.
  • Rockbridge Investment Management first reported a position in Church & Dwight Co in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's Church & Dwight Co position peaked at $211K in Q1 2022.
  • 1,014 funds tracked by Wall St. Rank held Church & Dwight Co as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.