AUA Capital Management’s Colgate-Palmolive CL Stock Holding History

AUA Capital Management’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
2023 Q1	–	Sell	-1,760	Closed	-$139K	–	131
2022 Q4	$139K	Hold	1,760	–	–	0.09%	108
2022 Q3	$124K	Hold	1,760	–	–	0.08%	105
2022 Q2	$141K	Hold	1,760	–	–	0.08%	108
2022 Q1	$133K	Hold	1,760	–	–	0.07%	110
2021 Q4	$150K	Hold	1,760	–	–	0.09%	101
2021 Q3	$133K	Hold	1,760	–	–	0.08%	101
2021 Q2	$143K	Hold	1,760	–	–	0.09%	99
2021 Q1	$139K	Hold	1,760	–	–	0.09%	98
2020 Q4	$150K	Hold	1,760	–	–	0.11%	92
2020 Q3	$136K	Hold	1,760	–	–	0.11%	89
2020 Q2	$129K	Hold	1,760	–	–	0.13%	77
2020 Q1	$117K	Hold	1,760	–	–	0.11%	86
2019 Q4	$121K	Hold	1,760	–	–	0.1%	94
2019 Q3	$129K	Hold	1,760	–	–	0.1%	91
2019 Q2	$126K	Hold	1,760	–	–	0.1%	93
2019 Q1	$121K	Hold	1,760	–	–	0.1%	95
2018 Q4	$105K	Hold	1,760	–	–	0.1%	98
2018 Q3	$118K	Hold	1,760	–	–	0.09%	98
2018 Q2	$114K	Hold	1,760	–	–	0.1%	94
2018 Q1	$126K	Hold	1,760	–	–	0.11%	96
2017 Q4	$133K	Hold	1,760	–	–	0.12%	95
2017 Q3	$128K	Hold	1,760	–	–	0.12%	94
2017 Q2	$130K	Hold	1,760	–	–	0.12%	92
2017 Q1	$129K	Hold	1,760	–	–	0.13%	49
2016 Q4	$115K	Buy	+1,760	New	+$121K	0.11%	90

Other funds holding CL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AUA Capital Management's CL Position: Q1 2023 in Review

AUA Capital Management sold out of Colgate-Palmolive (CL) in Q1 2023, closing a stake of 1,760 shares — an estimated $139K sold.

AUA Capital Management first reported a position in CL in Q4 2016 and held it in 25 quarters. The position peaked at $150K in Q4 2021. 1,657 funds tracked by Wall St. Rank hold CL as of Q1 2023.

AUA Capital Management reported no remaining Colgate-Palmolive position as of Q1 2023 after selling out during the quarter.
AUA Capital Management sold 1,760 Colgate-Palmolive shares in Q1 2023, an estimated $139K.
AUA Capital Management first reported a position in Colgate-Palmolive in Q4 2016 and held it in 25 quarters.
AUA Capital Management's Colgate-Palmolive position peaked at $150K in Q4 2021.
1,657 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2023.

Based on AUA Capital Management's 13F filing for Q1 2023, filed 20 Apr 2023.