Summit Wealth Group’s Church & Dwight Co CHD Stock Holding History

Summit Wealth Group’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
2023 Q2	–	Sell	-21,218	Closed	–	–	106
2023 Q1	$0	Buy	+21,218	New	+$1.77M	﹤0.01%	171

Other funds holding CHD

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

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

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

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

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Wealth Group's CHD Position: Q2 2023 in Review

Summit Wealth Group sold out of Church & Dwight Co (CHD) in Q2 2023, closing a stake of 21,218 shares.

Summit Wealth Group first reported a position in CHD in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 966 funds tracked by Wall St. Rank hold CHD as of Q2 2023.

Summit Wealth Group reported no remaining Church & Dwight Co position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 21,218 Church & Dwight Co shares in Q2 2023.
Summit Wealth Group first reported a position in Church & Dwight Co in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Church & Dwight Co position peaked at $0 in Q1 2023.
966 funds tracked by Wall St. Rank held Church & Dwight Co as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.