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

Elmwood 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 Q1	–	Sell	-26	Closed	-$2K	–	139
2021 Q4	$2K	Buy	+26	New	+$2.03K	﹤0.01%	341
2021 Q2	$2K	Hold	26	–	–	﹤0.01%	301
2021 Q1	$2K	Buy	+26	New	+$2.04K	﹤0.01%	292
2020 Q3	$2K	Hold	32	–	–	﹤0.01%	232
2020 Q2	$2K	Sell	32 -107	-77%	-$7.6K	﹤0.01%	232
2020 Q1	$9.96K	Buy	+139	New	+$9.8K	0.01%	192
2019 Q4	–	Sell	-143	Closed	-$11K	–	111
2019 Q3	$11K	Buy	143 +1	+0.7%	+$73	0.01%	175
2019 Q2	$10K	Buy	142 +1	+0.7%	+$71	0.01%	192
2019 Q1	$10K	Hold	141	–	–	0.01%	189
2018 Q4	$8K	Buy	141 +1	+0.7%	+$63	0.01%	202
2018 Q3	$9.4K	Buy	140 +1	+0.7%	+$67	0.01%	204
2018 Q2	$9.05K	Hold	139	–	–	0.01%	203
2018 Q1	$9.96K	Buy	+139	New	+$10K	0.01%	192

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Elmwood Wealth Management's CL Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Colgate-Palmolive (CL) in Q1 2022, closing a stake of 26 shares — an estimated $2K sold.

Elmwood Wealth Management first reported a position in CL in Q1 2018 and held it in 13 quarters. The position peaked at $11K in Q3 2019. 1,632 funds tracked by Wall St. Rank hold CL as of Q1 2022.

Elmwood Wealth Management reported no remaining Colgate-Palmolive position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 26 Colgate-Palmolive shares in Q1 2022, an estimated $2K.
Elmwood Wealth Management first reported a position in Colgate-Palmolive in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's Colgate-Palmolive position peaked at $11K in Q3 2019.
1,632 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.