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Burleson & Co’s Colgate-Palmolive CL Stock Holding History

Burleson & Co’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 		$1.08M Buy
13,762
+2
+0% +$150 0.27% 82
2022
Q3 		$967K Buy
13,760
+1
+0% +$78 0.21% 78
2022
Q2 		$1.1M Sell
13,759
-3
-0% -$235 0.24% 70
2022
Q1 		$1.04M Buy
13,762
+7
+0.1% +$554 0.17% 82
2021
Q4 		$1.17M Buy
13,755
+1
+0% +$78 0.17% 74
2021
Q3 		$1.04M Buy
13,754
+1
+0% +$79 0.15% 71
2021
Q2 		$1.12M Buy
13,753
+2
+0% +$164 0.16% 74
2021
Q1 		$1.08M Buy
13,751
+27
+0.2% +$2.12K 0.18% 70
2020
Q4 		$1.17M Buy
13,724
+1
+0% +$83 0.2% 73
2020
Q3 		$1.14M Buy
13,723
+2
+0% +$152 0.22% 74
2020
Q2 		$1.05M Buy
13,721
+1
+0% +$71 0.23% 76
2020
Q1 		$952K Buy
13,720
+2
+0% +$141 0.25% 75
2019
Q4 		$968K Buy
13,718
+1
+0% +$68 0.27% 80
2019
Q3 		$926K Buy
13,717
+2
+0% +$145 0.32% 65
2019
Q2 		$977K Buy
13,715
+1
+0% +$71 0.41% 57
2019
Q1 		$987K Hold
13,714
– – 0.42% 57
2018
Q4 		$915K Buy
13,714
+2
+0% +$125 0.47% 55
2018
Q3 		$861K Sell
13,712
-182
-1% -$12.1K 0.48% 58
2018
Q2 		$900K Buy
13,894
+185
+1% +$12.1K 0.52% 56
2018
Q1 		$983K Hold
13,709
– – 0.64% 49
2017
Q4 		$1.03M Buy
+13,709
New +$1M 0.67% 47

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

Burleson & Co's CL Position: Q4 2022 in Review

Burleson & Co increased its Colgate-Palmolive (CL) stake by 0.01% in Q4 2022, buying an estimated $150 and bringing the position to 13,762 shares worth $1.08M. The position accounts for 0.27% of the portfolio, ranked #82.

Burleson & Co first reported a position in CL in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.17M in Q4 2021. 1,699 funds tracked by Wall St. Rank hold CL as of Q4 2022.

  • Burleson & Co held 13,762 shares of Colgate-Palmolive worth $1.08M as of Q4 2022.
  • Burleson & Co bought 2 Colgate-Palmolive shares in Q4 2022, an estimated $150.
  • Colgate-Palmolive made up 0.27% of Burleson & Co's portfolio in Q4 2022, its #82 holding.
  • Burleson & Co first reported a position in Colgate-Palmolive in Q4 2017 and has held it in 21 quarters since.
  • Burleson & Co's Colgate-Palmolive position peaked at $1.17M in Q4 2021.
  • 1,699 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.