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Schubert & Co’s Columbia Financial CLBK Stock Holding History

Schubert & Co’s Portfolio CLBK Stock Details CLBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-27
Closed -$494 – 328
2023
Q1 		$494 Sell
27
-28
-51% -$568 ﹤0.01% 1415
2022
Q4 		$1.19K Sell
55
-27
-33% -$580 ﹤0.01% 1107
2022
Q3 		$2K Buy
82
+20
+32% +$432 ﹤0.01% 752
2022
Q2 		$1K Buy
62
+37
+148% +$772 ﹤0.01% 1032
2022
Q1 		$1K Buy
25
+6
+32% +$128 ﹤0.01% 617
2021
Q4 		$0 Buy
+19
New +$369 ﹤0.01% 1039

Other funds holding CLBK

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Schubert & Co's CLBK Position: Q2 2023 in Review

Schubert & Co sold out of Columbia Financial (CLBK) in Q2 2023, closing a stake of 27 shares — an estimated $494 sold.

Schubert & Co first reported a position in CLBK in Q4 2021 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 94 funds tracked by Wall St. Rank hold CLBK as of Q2 2023.

  • Schubert & Co reported no remaining Columbia Financial position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 27 Columbia Financial shares in Q2 2023, an estimated $494.
  • Schubert & Co first reported a position in Columbia Financial in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Columbia Financial position peaked at $2K in Q3 2022.
  • 94 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.