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Nathaniel Simons

Meritage Group

Nathaniel Simons Church & Dwight Company Inc stake

total: 301

Meritage Group CHD trades

Total transactions:
14
New positions:
5
Sold out:
5
Added:
1
Reduced:
3
Held since:
2023 Q3
Held for:
4 quarters
Latest activity:
2024 Q3
According to 2026 Q2 report, Nathaniel Simons doesn't hold any Church & Dwight Company Inc (CHD) shares. To date, the estimated cost basis is nearly $91.67 for "buy" trades and estimated average "sell" price is $103.74. Meritage Group first purchased CHD in 2016 Q4, initially acquiring 30,989 shares. Nathaniel Simons later completely sold out the position and invested in Church & Dwight Company Inc again in 2023 Q3. Since the initial investment in Church & Dwight Company Inc (CHD), Meritage Group has made 13 more transactions.

When did Nathaniel Simons sell Church & Dwight Company Inc (CHD)?

Nathaniel Simons sold off the entire Church & Dwight Company Inc (CHD) position in 2024 Q3.

When did Nathaniel Simons buy Church & Dwight Company Inc (CHD)?

Nathaniel Simons first invested in Church & Dwight Company Inc (CHD) in 2016 Q4 at the reported quarter-end price of $44.18 per share.

What's the cost basis of Meritage Group's CHD stake?

The estimated cost basis for Church & Dwight Company Inc (CHD) stake is around $91.67 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$91.67
Weighted AVG sell price:
$103.74

Nathaniel Simons's historical trades in Church & Dwight Company Inc

14 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2024 Q3
0.00%
0
$103.68
-100% (-2,801)
-0.01%
2024 Q2
0.01%
2,801
$103.68
$290,408
-9.85% (-306)
-0%
2024 Q1
0.01%
3,107
$104.28
$324,000
-9.34% (-320)
-0%
2023 Q4
0.01%
3,427
$94.54
$324,000
+4.23% (+139)
+0%
2023 Q3
0.01%
3,288
$91.55
$301,000
new
+0.01%
2022 Q4
0.00%
0
$71.56
-100% (-3,745)
-0.01%
2022 Q3
0.01%
3,745
$71.56
$268,000
new
+0.01%
2021 Q4
0.00%
0
$82.59
-100% (-2,579)
-0%
2021 Q3
0.00%
2,579
$82.59
$213,000
new
+0%
2021 Q2
0.00%
0
$87.23
-100% (-2,740)
-0%
2021 Q1
0.00%
$87.23
-15.77% (-513)
2020 Q4
0.01%
$87.30
new
2017 Q1
0.00%
$44.18
-100% (-30,989)
2016 Q4
0.05%
$44.18
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.