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Tradition Wealth Management’s Church & Dwight Co CHD Stock Holding History

Tradition Wealth 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
-486
Closed -$46K – 514
2023
Q4 		$46K Buy
486
+65
+15% +$5.95K ﹤0.01% 646
2023
Q3 		$39K Buy
421
+1
+0.2% +$96 ﹤0.01% 663
2023
Q2 		$42K Buy
420
+28
+7% +$2.64K ﹤0.01% 678
2023
Q1 		$35K Buy
+392
New +$32.7K ﹤0.01% 709

Other funds holding CHD

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
State Street
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tradition Wealth Management's CHD Position: Q1 2024 in Review

Tradition Wealth Management sold out of Church & Dwight Co (CHD) in Q1 2024, closing a stake of 486 shares — an estimated $46K sold.

Tradition Wealth Management first reported a position in CHD in Q1 2023 and held it in 4 quarters. The position peaked at $46K in Q4 2023. 1,014 funds tracked by Wall St. Rank hold CHD as of Q1 2024.

  • Tradition Wealth Management reported no remaining Church & Dwight Co position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 486 Church & Dwight Co shares in Q1 2024, an estimated $46K.
  • Tradition Wealth Management first reported a position in Church & Dwight Co in Q1 2023 and held it in 4 quarters.
  • Tradition Wealth Management's Church & Dwight Co position peaked at $46K in Q4 2023.
  • 1,014 funds tracked by Wall St. Rank held Church & Dwight Co as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.