Simon Quick Advisors’s Church & Dwight Co CHD Stock Holding History

Simon Quick Advisors’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
2025 Q2	–	Sell	-1,899	Closed	-$209K	–	407
2025 Q1	$209K	Buy	+1,899	New	+$203K	0.01%	549
2020 Q4	–	Sell	-877	Closed	-$82K	–	447
2020 Q3	$82K	Sell	877 -173	-16%	-$15.7K	0.02%	150
2020 Q2	$81K	Hold	1,050	–	–	0.03%	148
2020 Q1	$67K	Sell	1,050 -31	-3%	-$2.2K	0.02%	160
2019 Q4	$76K	Sell	1,081 -49	-4%	-$3.48K	0.03%	175
2019 Q3	$85K	Buy	1,130 +1,050	+1,313%	+$79.5K	0.04%	128
2019 Q2	$5.84K	Sell	80 -1,445	-95%	-$107K	﹤0.01%	270
2019 Q1	$109K	Hold	1,525	–	–	0.05%	109
2018 Q4	$100K	Sell	1,525 -400	-21%	-$25.3K	0.04%	112
2018 Q3	$114K	Sell	1,925 -325	-14%	-$18.4K	0.05%	105
2018 Q2	$119K	Sell	2,250 -2,250	-50%	-$109K	0.05%	107
2018 Q1	$227K	Buy	4,500 +2,250	+100%	+$111K	0.1%	72
2017 Q4	$110K	Buy	2,250 +1,100	+96%	+$51.6K	0.05%	141
2017 Q3	$56K	Buy	+1,150	New	+$58.4K	0.02%	256
2017 Q1	–	Sell	-16,944	Closed	-$749K	–	346
2016 Q4	$749K	Buy	+16,944	New	+$772K	0.56%	36

Other funds holding CHD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return