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YorkBridge Wealth Partners’s Church & Dwight Co CHD Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$332K Sell
4,115
-384
-9% -$29.5K 0.08% 167
2022
Q3 		$321K Sell
4,499
-552
-11% -$47.6K 0.08% 179
2022
Q2 		$468K Sell
5,051
-182
-3% -$17.2K 0.12% 131
2022
Q1 		$520K Sell
5,233
-434
-8% -$43.2K 0.11% 135
2021
Q4 		$581K Buy
5,667
+196
+4% +$17.8K 0.13% 124
2021
Q3 		$452K Buy
5,471
+470
+9% +$39.8K 0.11% 142
2021
Q2 		$426K Buy
5,001
+1,583
+46% +$137K 0.11% 143
2021
Q1 		$299K Buy
+3,418
New +$285K 0.09% 193
2019
Q3 		– Sell
-2,052
Closed -$150K – 249
2019
Q2 		$150K Sell
2,052
-101
-5% -$7.51K 0.07% 225
2019
Q1 		$153K Sell
2,153
-87
-4% -$5.72K 0.07% 202
2018
Q4 		$147K Sell
2,240
-165
-7% -$10.4K 0.08% 182
2018
Q3 		$143K Sell
2,405
-63
-3% -$3.57K 0.07% 222
2018
Q2 		$131K Buy
2,468
+103
+4% +$4.99K 0.06% 243
2018
Q1 		$115K Buy
2,365
+164
+7% +$8.08K 0.05% 273
2017
Q4 		$104K Buy
2,201
+202
+10% +$9.47K 0.05% 283
2017
Q3 		$97K Sell
1,999
-33
-2% -$1.68K 0.05% 286
2017
Q2 		$106K Buy
2,032
+108
+6% +$5.52K 0.06% 259
2017
Q1 		$94K Buy
1,924
+397
+26% +$19K 0.05% 274
2016
Q4 		$69K Buy
+1,527
New +$69.6K 0.04% 302

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

YorkBridge Wealth Partners's CHD Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Church & Dwight Co (CHD) stake by 8.5% in Q4 2022, selling an estimated $29.5K and leaving 4,115 shares worth $332K. The position accounts for 0.08% of the portfolio, ranked #167.

YorkBridge Wealth Partners first reported a position in CHD in Q4 2016 and has held it in 19 quarters since. The position peaked at $581K in Q4 2021. 907 funds tracked by Wall St. Rank hold CHD as of Q4 2022.

  • YorkBridge Wealth Partners held 4,115 shares of Church & Dwight Co worth $332K as of Q4 2022.
  • YorkBridge Wealth Partners sold 384 Church & Dwight Co shares in Q4 2022, an estimated $29.5K.
  • Church & Dwight Co made up 0.08% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #167 holding.
  • YorkBridge Wealth Partners first reported a position in Church & Dwight Co in Q4 2016 and has held it in 19 quarters since.
  • YorkBridge Wealth Partners's Church & Dwight Co position peaked at $581K in Q4 2021.
  • 907 funds tracked by Wall St. Rank held Church & Dwight Co as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.