Goodwin Investment Advisory’s Colgate-Palmolive CL Stock Holding History

Goodwin Investment Advisory’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
2023 Q1	–	Sell	-638	Closed	-$50.3K	–	105
2022 Q4	$50.3K	Hold	638	–	–	0.04%	85
2022 Q3	$45K	Buy	+638	New	+$50K	0.03%	89
2022 Q2	–	Sell	-619	Closed	-$47K	–	175
2022 Q1	$47K	Buy	+619	New	+$49K	0.03%	86
2021 Q3	–	Sell	-333	Closed	-$27K	–	145
2021 Q2	$27K	Hold	333	–	–	0.03%	91
2021 Q1	$26K	Buy	+333	New	+$26.1K	0.03%	102

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goodwin Investment Advisory's CL Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Colgate-Palmolive (CL) in Q1 2023, closing a stake of 638 shares — an estimated $50.3K sold.

Goodwin Investment Advisory first reported a position in CL in Q1 2021 and held it in 5 quarters. The position peaked at $50.3K in Q4 2022. 1,657 funds tracked by Wall St. Rank hold CL as of Q1 2023.

Goodwin Investment Advisory reported no remaining Colgate-Palmolive position as of Q1 2023 after selling out during the quarter.
Goodwin Investment Advisory sold 638 Colgate-Palmolive shares in Q1 2023, an estimated $50.3K.
Goodwin Investment Advisory first reported a position in Colgate-Palmolive in Q1 2021 and held it in 5 quarters.
Goodwin Investment Advisory's Colgate-Palmolive position peaked at $50.3K in Q4 2022.
1,657 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.