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Halpern Financial’s Colgate-Palmolive CL Stock Holding History

Halpern Financial’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
-300
Closed -$25.6K – 233
2021
Q4 		$25.6K Buy
+300
New +$23.4K 0.01% 121
2021
Q3 		– Sell
-90
Closed -$7.32K – 262
2021
Q2 		$7.32K Sell
90
-23
-20% -$1.88K ﹤0.01% 161
2021
Q1 		$8.91K Buy
113
+23
+26% +$1.8K ﹤0.01% 147
2020
Q4 		$7.7K Hold
90
– – ﹤0.01% 143
2020
Q3 		$6.94K Hold
90
– – ﹤0.01% 134
2020
Q2 		$6.59K Buy
+90
New +$6.39K ﹤0.01% 119

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Halpern Financial's CL Position: Q1 2022 in Review

Halpern Financial sold out of Colgate-Palmolive (CL) in Q1 2022, closing a stake of 300 shares — an estimated $25.6K sold.

Halpern Financial first reported a position in CL in Q2 2020 and held it in 6 quarters. The position peaked at $25.6K in Q4 2021. 1,632 funds tracked by Wall St. Rank hold CL as of Q1 2022.

  • Halpern Financial reported no remaining Colgate-Palmolive position as of Q1 2022 after selling out during the quarter.
  • Halpern Financial sold 300 Colgate-Palmolive shares in Q1 2022, an estimated $25.6K.
  • Halpern Financial first reported a position in Colgate-Palmolive in Q2 2020 and held it in 6 quarters.
  • Halpern Financial's Colgate-Palmolive position peaked at $25.6K in Q4 2021.
  • 1,632 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2022.

Based on Halpern Financial's 13F filing for Q1 2022, filed 21 Sep 2023.