Zacks Investment Management’s Columbia Banking Systems COLB Stock Holding History

Zacks Investment Management’s Portfolio COLB Stock Details COLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-18,683	Closed	-$710K	–	622
2021 Q3	$710K	Buy	18,683 +1,525	+9%	+$54.4K	0.01%	413
2021 Q2	$662K	Buy	17,158 +817	+5%	+$34.7K	0.01%	419
2021 Q1	$704K	Buy	16,341 +3,793	+30%	+$165K	0.01%	394
2020 Q4	$450K	Buy	+12,548	New	+$389K	0.01%	429
2015 Q1	–	Sell	-7,972	Closed	-$220K	–	634
2014 Q4	$220K	Sell	7,972 -1,703	-18%	-$45.8K	0.01%	579
2014 Q3	$240K	Buy	+9,675	New	+$250K	0.01%	599

Other funds holding COLB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Zacks Investment Management's COLB Position: Q4 2021 in Review

Zacks Investment Management sold out of Columbia Banking Systems (COLB) in Q4 2021, closing a stake of 18,683 shares — an estimated $710K sold.

Zacks Investment Management first reported a position in COLB in Q3 2014 and held it in 6 quarters. The position peaked at $710K in Q3 2021. 249 funds tracked by Wall St. Rank hold COLB as of Q4 2021.

Zacks Investment Management reported no remaining Columbia Banking Systems position as of Q4 2021 after selling out during the quarter.
Zacks Investment Management sold 18,683 Columbia Banking Systems shares in Q4 2021, an estimated $710K.
Zacks Investment Management first reported a position in Columbia Banking Systems in Q3 2014 and held it in 6 quarters.
Zacks Investment Management's Columbia Banking Systems position peaked at $710K in Q3 2021.
249 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q4 2021.

Based on Zacks Investment Management's 13F filing for Q4 2021, filed 15 Feb 2022.