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Charter Oak Capital Management’s Colgate-Palmolive CL Stock Holding History

Charter Oak 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
2022
Q3 		– Sell
-1,034
Closed -$83K – 278
2022
Q2 		$83K Hold
1,034
– – 0.01% 264
2022
Q1 		$78K Sell
1,034
-315
-23% -$25K 0.01% 292
2021
Q4 		$115K Sell
1,349
-201
-13% -$15.7K 0.01% 237
2021
Q3 		$117K Buy
1,550
+266
+21% +$21.1K 0.01% 222
2021
Q2 		$104K Hold
1,284
– – 0.01% 232
2021
Q1 		$101K Hold
1,284
– – 0.01% 236
2020
Q4 		$110K Buy
+1,284
New +$106K 0.02% 217

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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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 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

Charter Oak Capital Management's CL Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Colgate-Palmolive (CL) in Q3 2022, closing a stake of 1,034 shares — an estimated $83K sold.

Charter Oak Capital Management first reported a position in CL in Q4 2020 and held it in 7 quarters. The position peaked at $117K in Q3 2021. 1,614 funds tracked by Wall St. Rank hold CL as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Colgate-Palmolive position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 1,034 Colgate-Palmolive shares in Q3 2022, an estimated $83K.
  • Charter Oak Capital Management first reported a position in Colgate-Palmolive in Q4 2020 and held it in 7 quarters.
  • Charter Oak Capital Management's Colgate-Palmolive position peaked at $117K in Q3 2021.
  • 1,614 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.