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Waverton Investment Management’s Church & Dwight Co CHD Stock Holding History

Waverton Investment 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
-3,350
Closed -$317K – 97
2023
Q4 		$317K Buy
+3,350
New +$307K 0.01% 88
2020
Q1 		– Sell
-10,800
Closed -$759K – 49
2019
Q4 		$759K Sell
10,800
-18,199
-63% -$1.29M 0.04% 45
2019
Q3 		$2.18M Sell
28,999
-2,486
-8% -$188K 0.11% 42
2019
Q2 		$2.3M Buy
31,485
+310
+1% +$23.1K 0.12% 41
2019
Q1 		$2.22M Sell
31,175
-172
-0.5% -$11.3K 0.12% 40
2018
Q4 		$2.06M Sell
31,347
-1,139
-4% -$72.1K 0.12% 38
2018
Q3 		$1.93M Sell
32,486
-14,100
-30% -$798K 0.09% 40
2018
Q2 		$2.48M Sell
46,586
-3,014
-6% -$146K 0.14% 33
2018
Q1 		$2.5M Sell
49,600
-2,154
-4% -$106K 0.15% 34
2017
Q4 		$2.6M Sell
51,754
-18,010
-26% -$844K 0.15% 34
2017
Q3 		$3.38M Sell
69,764
-6,351
-8% -$322K 0.21% 34
2017
Q2 		$3.95M Sell
76,115
-7,557
-9% -$386K 0.26% 38
2017
Q1 		$4.17M Sell
83,672
-263,851
-76% -$12.6M 0.26% 43
2016
Q4 		$15.4M Sell
347,523
-102,239
-23% -$4.66M 1.01% 25
2016
Q3 		$21.6M Sell
449,762
-23,570
-5% -$1.16M 1.45% 24
2016
Q2 		$24.4M Sell
473,332
-600
-0.1% -$29K 1.83% 23
2016
Q1 		$21.8M Sell
473,932
-2,956
-0.6% -$129K 1.67% 20
2015
Q4 		$20.2M Buy
476,888
+8
+0% +$343 1.52% 22
2015
Q3 		$20M Buy
476,880
+4,200
+0.9% +$180K 1.6% 20
2015
Q2 		$19.2M Buy
472,680
+2,800
+0.6% +$117K 1.42% 24
2015
Q1 		$20.1M Sell
469,880
-400
-0.1% -$16.7K 1.44% 25
2014
Q4 		$18.5M Buy
+470,280
New +$17.4M 1.28% 27
2014
Q2 		– Sell
-243,160
Closed -$8.4M – 106
2014
Q1 		$8.4M Buy
243,160
+1,660
+0.7% +$55.1K 0.4% 45
2013
Q4 		$8M Buy
241,500
+144,400
+149% +$4.65M 0.41% 42
2013
Q3 		$2.92M Buy
+97,100
New +$2.99M 0.17% 108

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverton Investment Management's CHD Position: Q1 2024 in Review

Waverton Investment Management sold out of Church & Dwight Co (CHD) in Q1 2024, closing a stake of 3,350 shares — an estimated $317K sold.

Waverton Investment Management first reported a position in CHD in Q3 2013 and held it in 25 quarters. The position peaked at $24.4M in Q2 2016. 1,014 funds tracked by Wall St. Rank hold CHD as of Q1 2024.

  • Waverton Investment Management reported no remaining Church & Dwight Co position as of Q1 2024 after selling out during the quarter.
  • Waverton Investment Management sold 3,350 Church & Dwight Co shares in Q1 2024, an estimated $317K.
  • Waverton Investment Management first reported a position in Church & Dwight Co in Q3 2013 and held it in 25 quarters.
  • Waverton Investment Management's Church & Dwight Co position peaked at $24.4M in Q2 2016.
  • 1,014 funds tracked by Wall St. Rank held Church & Dwight Co as of Q1 2024.

Based on Waverton Investment Management's 13F filing for Q1 2024, filed 8 May 2024.