Financial Partners Capital Management’s Colgate-Palmolive CL Stock Holding History

Financial Partners 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 Q4	$886K	Hold	11,250	–	–	0.2%	84
2022 Q3	$790K	Hold	11,250	–	–	0.19%	89
2022 Q2	$902K	Hold	11,250	–	–	0.19%	89
2022 Q1	$853K	Hold	11,250	–	–	0.16%	89
2021 Q4	$960K	Hold	11,250	–	–	0.17%	86
2021 Q3	$850K	Hold	11,250	–	–	0.16%	82
2021 Q2	$915K	Hold	11,250	–	–	0.17%	77
2021 Q1	$887K	Hold	11,250	–	–	0.18%	73
2020 Q4	$962K	Hold	11,250	–	–	0.22%	59
2020 Q3	$868K	Sell	11,250 -100	-0.9%	-$7.63K	0.23%	53
2020 Q2	$832K	Hold	11,350	–	–	0.24%	55
2020 Q1	$753K	Buy	+11,350	New	+$800K	0.24%	56
2018 Q4	–	Sell	-3,350	Closed	-$224K	–	81
2018 Q3	$224K	Hold	3,350	–	–	0.06%	76
2018 Q2	$217K	Hold	3,350	–	–	0.07%	75
2018 Q1	$240K	Hold	3,350	–	–	0.07%	70
2017 Q4	$253K	Hold	3,350	–	–	0.05%	112
2017 Q3	$244K	Hold	3,350	–	–	0.05%	110
2017 Q2	$248K	Hold	3,350	–	–	0.05%	108
2017 Q1	$245K	Hold	3,350	–	–	0.05%	102
2016 Q4	$219K	Hold	3,350	–	–	0.05%	102
2016 Q3	$238K	Hold	3,350	–	–	0.06%	92
2016 Q2	$245K	Hold	3,350	–	–	0.07%	89
2016 Q1	$237K	Sell	3,350 -1	-0%	-$67	0.06%	96
2015 Q4	$223K	Sell	3,351 -415	-11%	-$27.6K	0.05%	111
2015 Q3	$239K	Hold	3,766	–	–	0.06%	108
2015 Q2	$246K	Hold	3,766	–	–	0.06%	106
2015 Q1	$261K	Hold	3,766	–	–	0.07%	101
2014 Q4	$261K	Hold	3,766	–	–	0.07%	103
2014 Q3	$246K	Hold	3,766	–	–	0.07%	97
2014 Q2	$257K	Hold	3,766	–	–	0.08%	98
2014 Q1	$244K	Hold	3,766	–	–	0.08%	97
2013 Q4	$246K	Hold	3,766	–	–	0.08%	97
2013 Q3	$223K	Hold	3,766	–	–	0.09%	87
2013 Q2	$216K	Buy	+3,766	New	+$224K	0.1%	85

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Financial Partners Capital Management's CL Position: Q4 2022 in Review

Financial Partners Capital Management held its Colgate-Palmolive (CL) position steady in Q4 2022 at 11,250 shares worth $886K. The position accounts for 0.2% of the portfolio, ranked #84.

Financial Partners Capital Management first reported a position in CL in Q2 2013 and has held it in 34 quarters since. The position peaked at $962K in Q4 2020. 1,698 funds tracked by Wall St. Rank hold CL as of Q4 2022.

Financial Partners Capital Management held 11,250 shares of Colgate-Palmolive worth $886K as of Q4 2022.
Financial Partners Capital Management left its Colgate-Palmolive share count unchanged in Q4 2022.
Colgate-Palmolive made up 0.2% of Financial Partners Capital Management's portfolio in Q4 2022, its #84 holding.
Financial Partners Capital Management first reported a position in Colgate-Palmolive in Q2 2013 and has held it in 34 quarters since.
Financial Partners Capital Management's Colgate-Palmolive position peaked at $962K in Q4 2020.
1,698 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.