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Annapolis Financial Services’s Colgate-Palmolive CL Stock Holding History

Annapolis Financial Services’s Portfolio CL Stock Details CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-300
Closed -$21K – 458
2022
Q3 		$21K Hold
300
– – 0.01% 248
2022
Q2 		$24K Sell
300
-19
-6% -$1.49K 0.01% 233
2022
Q1 		$24K Buy
319
+300
+1,579% +$23.8K 0.01% 242
2021
Q4 		$2K Buy
+19
New +$1.48K ﹤0.01% 403

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Annapolis Financial Services's CL Position: Q4 2022 in Review

Annapolis Financial Services sold out of Colgate-Palmolive (CL) in Q4 2022, closing a stake of 300 shares — an estimated $21K sold.

Annapolis Financial Services first reported a position in CL in Q4 2021 and held it in 4 quarters. The position peaked at $24K in Q2 2022. 1,698 funds tracked by Wall St. Rank hold CL as of Q4 2022.

  • Annapolis Financial Services reported no remaining Colgate-Palmolive position as of Q4 2022 after selling out during the quarter.
  • Annapolis Financial Services sold 300 Colgate-Palmolive shares in Q4 2022, an estimated $21K.
  • Annapolis Financial Services first reported a position in Colgate-Palmolive in Q4 2021 and held it in 4 quarters.
  • Annapolis Financial Services's Colgate-Palmolive position peaked at $24K in Q2 2022.
  • 1,698 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2022.

Based on Annapolis Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.