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Trivant Custom Portfolio Group’s Church & Dwight Co CHD Stock Holding History

Trivant Custom Portfolio 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
Q4 		– Sell
-316
Closed -$29K – 205
2023
Q3 		$29K Sell
316
-215
-40% -$20.6K 0.02% 117
2023
Q2 		$53.2K Sell
531
-25
-4% -$2.35K 0.04% 100
2023
Q1 		$49.2K Buy
+556
New +$46.4K 0.04% 118

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Trivant Custom Portfolio Group's CHD Position: Q4 2023 in Review

Trivant Custom Portfolio Group sold out of Church & Dwight Co (CHD) in Q4 2023, closing a stake of 316 shares — an estimated $29K sold.

Trivant Custom Portfolio Group first reported a position in CHD in Q1 2023 and held it in 3 quarters. The position peaked at $53.2K in Q2 2023. 960 funds tracked by Wall St. Rank hold CHD as of Q4 2023.

  • Trivant Custom Portfolio Group reported no remaining Church & Dwight Co position as of Q4 2023 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 316 Church & Dwight Co shares in Q4 2023, an estimated $29K.
  • Trivant Custom Portfolio Group first reported a position in Church & Dwight Co in Q1 2023 and held it in 3 quarters.
  • Trivant Custom Portfolio Group's Church & Dwight Co position peaked at $53.2K in Q2 2023.
  • 960 funds tracked by Wall St. Rank held Church & Dwight Co as of Q4 2023.

Based on Trivant Custom Portfolio Group's 13F filing for Q4 2023, filed 25 Jan 2024.