Doyle Wealth Management’s Colgate-Palmolive CL Stock Holding History

Doyle Wealth 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	$327K	Sell	4,653 -2	-0%	-$157	0.03%	155
2022 Q2	$373K	Sell	4,655 -710	-13%	-$55.5K	0.03%	152
2022 Q1	$407K	Sell	5,365 -75	-1%	-$5.94K	0.03%	166
2021 Q4	$464K	Hold	5,440	–	–	0.03%	148
2021 Q3	$411K	Sell	5,440 -271	-5%	-$21.5K	0.03%	152
2021 Q2	$465K	Sell	5,711 -34	-0.6%	-$2.78K	0.04%	144
2021 Q1	$453K	Buy	+5,745	New	+$450K	0.04%	145
2020 Q3	–	Sell	-6,166	Closed	-$452K	–	192
2020 Q2	$452K	Sell	6,166 -57	-0.9%	-$4.05K	0.06%	121
2020 Q1	$413K	Sell	6,223 -719	-10%	-$50.7K	0.07%	114
2019 Q4	$478K	Sell	6,942 -7,077	-50%	-$483K	0.06%	125
2019 Q3	$1.03M	Hold	14,019	–	–	0.14%	80
2019 Q2	$1M	Sell	14,019 -7,700	-35%	-$547K	0.14%	75
2019 Q1	$1.55M	Sell	21,719 -6,638	-23%	-$429K	0.23%	58
2018 Q4	$1.69M	Buy	28,357 +221	+0.8%	+$13.8K	0.29%	51
2018 Q3	$1.88M	Buy	28,136 +32	+0.1%	+$2.13K	0.29%	55
2018 Q2	$1.82M	Buy	28,104 +1,154	+4%	+$75.5K	0.3%	56
2018 Q1	$1.93M	Buy	26,950 +971	+4%	+$69.9K	0.33%	57
2017 Q4	$1.96M	Buy	+25,979	New	+$1.9M	0.33%	55

Other funds holding CL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Doyle Wealth Management's CL Position: Q3 2022 in Review

Doyle Wealth Management reduced its Colgate-Palmolive (CL) stake by 0.04% in Q3 2022, selling an estimated $157 and leaving 4,653 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #155.

Doyle Wealth Management first reported a position in CL in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.96M in Q4 2017. 1,615 funds tracked by Wall St. Rank hold CL as of Q3 2022.

Doyle Wealth Management held 4,653 shares of Colgate-Palmolive worth $327K as of Q3 2022.
Doyle Wealth Management sold 2 Colgate-Palmolive shares in Q3 2022, an estimated $157.
Colgate-Palmolive made up 0.03% of Doyle Wealth Management's portfolio in Q3 2022, its #155 holding.
Doyle Wealth Management first reported a position in Colgate-Palmolive in Q4 2017 and has held it in 18 quarters since.
Doyle Wealth Management's Colgate-Palmolive position peaked at $1.96M in Q4 2017.
1,615 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.