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Summit Global Investments’s Columbia Financial CLBK Stock Holding History

Summit Global Investments’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
2022
Q4 		– Sell
-32,300
Closed -$682K – 461
2022
Q3 		$682K Buy
32,300
+200
+0.6% +$4.32K 0.06% 256
2022
Q2 		$700K Buy
32,100
+7,500
+30% +$156K 0.06% 272
2022
Q1 		$529K Hold
24,600
– – 0.04% 322
2021
Q4 		$513K Buy
24,600
+4,600
+23% +$89.2K 0.03% 353
2021
Q3 		$370K Buy
20,000
+2,500
+14% +$44.7K 0.03% 361
2021
Q2 		$301K Buy
+17,500
New +$308K 0.02% 459

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
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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Global Investments's CLBK Position: Q4 2022 in Review

Summit Global Investments sold out of Columbia Financial (CLBK) in Q4 2022, closing a stake of 32,300 shares — an estimated $682K sold.

Summit Global Investments first reported a position in CLBK in Q2 2021 and held it in 6 quarters. The position peaked at $700K in Q2 2022. 103 funds tracked by Wall St. Rank hold CLBK as of Q4 2022.

  • Summit Global Investments reported no remaining Columbia Financial position as of Q4 2022 after selling out during the quarter.
  • Summit Global Investments sold 32,300 Columbia Financial shares in Q4 2022, an estimated $682K.
  • Summit Global Investments first reported a position in Columbia Financial in Q2 2021 and held it in 6 quarters.
  • Summit Global Investments's Columbia Financial position peaked at $700K in Q2 2022.
  • 103 funds tracked by Wall St. Rank held Columbia Financial as of Q4 2022.

Based on Summit Global Investments's 13F filing for Q4 2022, filed 31 Jan 2023.