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Waddell & Reed Financial’s Columbia Sportswear COLM Stock Holding History

Waddell & Reed Financial’s Portfolio COLM Stock Details COLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$535K Buy
5,069
+343
+7% +$33.9K ﹤0.01% 469
2020
Q4 		$413K Sell
4,726
-80,286
-94% -$6.98M ﹤0.01% 472
2020
Q3 		$7.39M Sell
85,012
-2,727
-3% -$226K 0.02% 409
2020
Q2 		$7.07M Sell
87,739
-107,278
-55% -$7.82M 0.02% 401
2020
Q1 		$13.6M Buy
+195,017
New +$16.6M 0.04% 330

Other funds holding COLM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Waddell & Reed Financial's COLM Position: Q1 2021 in Review

Waddell & Reed Financial increased its Columbia Sportswear (COLM) stake by 7.3% in Q1 2021, buying an estimated $33.9K and bringing the position to 5,069 shares worth $535K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Waddell & Reed Financial first reported a position in COLM in Q1 2020 and has held it in 5 quarters since. The position peaked at $13.6M in Q1 2020. 287 funds tracked by Wall St. Rank hold COLM as of Q1 2021.

  • Waddell & Reed Financial held 5,069 shares of Columbia Sportswear worth $535K as of Q1 2021.
  • Waddell & Reed Financial bought 343 Columbia Sportswear shares in Q1 2021, an estimated $33.9K.
  • Columbia Sportswear made up ﹤0.01% of Waddell & Reed Financial's portfolio in Q1 2021, its #469 holding.
  • Waddell & Reed Financial first reported a position in Columbia Sportswear in Q1 2020 and has held it in 5 quarters since.
  • Waddell & Reed Financial's Columbia Sportswear position peaked at $13.6M in Q1 2020.
  • 287 funds tracked by Wall St. Rank held Columbia Sportswear as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.