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Transform Wealth’s Church & Dwight Co CHD Stock Holding History

Transform Wealth’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
2022
Q2 		– Sell
-3,247
Closed -$323K – 203
2022
Q1 		$323K Hold
3,247
– – 0.04% 198
2021
Q4 		$333K Sell
3,247
-235
-7% -$21.3K 0.03% 184
2021
Q3 		$288K Sell
3,482
-22
-0.6% -$1.86K 0.03% 195
2021
Q2 		$299K Sell
3,504
-945
-21% -$81.7K 0.04% 202
2021
Q1 		$389K Sell
4,449
-454
-9% -$37.9K 0.08% 174
2020
Q4 		$428K Sell
4,903
-779
-14% -$69K 0.09% 159
2020
Q3 		$532K Sell
5,682
-492
-8% -$44.7K 0.09% 142
2020
Q2 		$477K Sell
6,174
-23,043
-79% -$1.68M 0.08% 154
2020
Q1 		$1.88M Buy
29,217
+2,303
+9% +$163K 0.4% 85
2019
Q4 		$1.89M Buy
26,914
+4,532
+20% +$322K 0.3% 95
2019
Q3 		$1.68M Buy
22,382
+399
+2% +$30.2K 0.3% 97
2019
Q2 		$1.61M Sell
21,983
-312
-1% -$23.2K 0.24% 105
2019
Q1 		$1.59M Buy
22,295
+751
+3% +$49.4K 0.3% 99
2018
Q4 		$1.42M Sell
21,544
-681
-3% -$43.1K 0.29% 98
2018
Q3 		$1.32M Buy
22,225
+1,803
+9% +$102K 0.23% 108
2018
Q2 		$1.09M Buy
20,422
+885
+5% +$42.8K 0.2% 128
2018
Q1 		$984K Sell
19,537
-140
-0.7% -$6.89K 0.19% 140
2017
Q4 		$987K Buy
19,677
+955
+5% +$44.8K 0.18% 149
2017
Q3 		$907K Buy
18,722
+126
+0.7% +$6.4K 0.32% 108
2017
Q2 		$965K Buy
18,596
+3,618
+24% +$185K 1.09% 37
2017
Q1 		$747K Buy
14,978
+184
+1% +$8.79K 0.28% 129
2016
Q4 		$654K Buy
14,794
+1,150
+8% +$52.4K 0.26% 130
2016
Q3 		$654K Sell
13,644
-3,336
-20% -$165K 0.28% 114
2016
Q2 		$874K Buy
+16,980
New +$819K 0.37% 98

Other funds holding CHD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Transform Wealth's CHD Position: Q2 2022 in Review

Transform Wealth sold out of Church & Dwight Co (CHD) in Q2 2022, closing a stake of 3,247 shares — an estimated $323K sold.

Transform Wealth first reported a position in CHD in Q2 2016 and held it in 24 quarters. The position peaked at $1.89M in Q4 2019. 930 funds tracked by Wall St. Rank hold CHD as of Q2 2022.

  • Transform Wealth reported no remaining Church & Dwight Co position as of Q2 2022 after selling out during the quarter.
  • Transform Wealth sold 3,247 Church & Dwight Co shares in Q2 2022, an estimated $323K.
  • Transform Wealth first reported a position in Church & Dwight Co in Q2 2016 and held it in 24 quarters.
  • Transform Wealth's Church & Dwight Co position peaked at $1.89M in Q4 2019.
  • 930 funds tracked by Wall St. Rank held Church & Dwight Co as of Q2 2022.

Based on Transform Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.