Elm Advisors’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,443
| Closed | -$294K | – | 52 |
|
|
2021
Q4 | $294K | Sell |
3,443
-101
| -3% | -$7.89K | 0.16% | 71 |
|
|
2021
Q3 | $268K | Buy |
3,544
+101
| +3% | +$8.02K | 0.16% | 75 |
|
|
2021
Q2 | $280K | Hold |
3,443
| – | – | 0.16% | 75 |
|
|
2021
Q1 | $271K | Sell |
3,443
-90
| -3% | -$7.05K | 0.17% | 73 |
|
|
2020
Q4 | $302K | Sell |
3,533
-787
| -18% | -$65.1K | 0.18% | 66 |
|
|
2020
Q3 | $333K | Hold |
4,320
| – | – | 0.23% | 63 |
|
|
2020
Q2 | $316K | Hold |
4,320
| – | – | 0.22% | 64 |
|
|
2020
Q1 | $287K | Sell |
4,320
-160
| -4% | -$11.3K | 0.24% | 62 |
|
|
2019
Q4 | $308K | Buy |
4,480
+250
| +6% | +$17K | 0.19% | 66 |
|
|
2019
Q3 | $311K | Hold |
4,230
| – | – | 0.21% | 65 |
|
|
2019
Q2 | $303K | Sell |
4,230
-175
| -4% | -$12.4K | 0.21% | 67 |
|
|
2019
Q1 | $302K | Hold |
4,405
| – | – | 0.21% | 67 |
|
|
2018
Q4 | $262K | Hold |
4,405
| – | – | 0.21% | 68 |
|
|
2018
Q3 | $295K | Hold |
4,405
| – | – | 0.2% | 68 |
|
|
2018
Q2 | $285K | Hold |
4,405
| – | – | 0.22% | 62 |
|
|
2018
Q1 | $316K | Hold |
4,405
| – | – | 0.24% | 62 |
|
|
2017
Q4 | $332K | Sell |
4,405
-40
| -0.9% | -$2.92K | 0.25% | 61 |
|
|
2017
Q3 | $324K | Hold |
4,445
| – | – | 0.26% | 61 |
|
|
2017
Q2 | $330K | Hold |
4,445
| – | – | 0.27% | 58 |
|
|
2017
Q1 | $325K | Buy |
4,445
+45
| +1% | +$3.15K | 0.27% | 59 |
|
|
2016
Q4 | $288K | Hold |
4,400
| – | – | 0.26% | 60 |
|
|
2016
Q3 | $326K | Sell |
4,400
-300
| -6% | -$22.2K | 0.3% | 52 |
|
|
2016
Q2 | $344K | Sell |
4,700
-170
| -3% | -$12.1K | 0.33% | 50 |
|
|
2016
Q1 | $344K | Hold |
4,870
| – | – | 0.33% | 50 |
|
|
2015
Q4 | $324K | Sell |
4,870
-225
| -4% | -$15K | 0.32% | 49 |
|
|
2015
Q3 | $323K | Hold |
5,095
| – | – | 0.33% | 51 |
|
|
2015
Q2 | $333K | Hold |
5,095
| – | – | 0.31% | 52 |
|
|
2015
Q1 | $353K | Hold |
5,095
| – | – | 0.33% | 50 |
|
|
2014
Q4 | $353K | Sell |
5,095
-150
| -3% | -$10.1K | 0.32% | 52 |
|
|
2014
Q3 | $342K | Sell |
5,245
-45
| -0.9% | -$2.97K | 0.32% | 50 |
|
|
2014
Q2 | $361K | Hold |
5,290
| – | – | 0.34% | 49 |
|
|
2014
Q1 | $343K | Sell |
5,290
-400
| -7% | -$25.2K | 0.33% | 50 |
|
|
2013
Q4 | $371K | Buy |
+5,690
| New | +$364K | 0.36% | 49 |
|
Other funds holding CL
Elm Advisors's CL Position: Q1 2022 in Review
Elm Advisors sold out of Colgate-Palmolive (CL) in Q1 2022, closing a stake of 3,443 shares — an estimated $294K sold.
Elm Advisors first reported a position in CL in Q4 2013 and held it in 33 quarters. The position peaked at $371K in Q4 2013. 1,632 funds tracked by Wall St. Rank hold CL as of Q1 2022.
- Elm Advisors reported no remaining Colgate-Palmolive position as of Q1 2022 after selling out during the quarter.
- Elm Advisors sold 3,443 Colgate-Palmolive shares in Q1 2022, an estimated $294K.
- Elm Advisors first reported a position in Colgate-Palmolive in Q4 2013 and held it in 33 quarters.
- Elm Advisors's Colgate-Palmolive position peaked at $371K in Q4 2013.
- 1,632 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2022.
Based on Elm Advisors's 13F filing for Q1 2022, filed 1 Apr 2022.