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Harrison & Co Wealth Management’s Colgate-Palmolive CL Stock Holding History

Harrison & Co 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
Q4 		$798K Buy
10,126
+31
+0.3% +$2.32K 0.77% 53
2022
Q3 		$709K Sell
10,095
-553
-5% -$43.4K 0.75% 56
2022
Q2 		$853K Buy
10,648
+380
+4% +$29.7K 0.81% 48
2022
Q1 		$779K Sell
10,268
-289
-3% -$22.9K 0.68% 63
2021
Q4 		$901K Buy
+10,557
New +$824K 0.76% 54

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Harrison & Co Wealth Management's CL Position: Q4 2022 in Review

Harrison & Co Wealth Management increased its Colgate-Palmolive (CL) stake by 0.31% in Q4 2022, buying an estimated $2.32K and bringing the position to 10,126 shares worth $798K. The position accounts for 0.77% of the portfolio, ranked #53.

Harrison & Co Wealth Management first reported a position in CL in Q4 2021 and has held it in 5 quarters since. The position peaked at $901K in Q4 2021. 1,697 funds tracked by Wall St. Rank hold CL as of Q4 2022.

  • Harrison & Co Wealth Management held 10,126 shares of Colgate-Palmolive worth $798K as of Q4 2022.
  • Harrison & Co Wealth Management bought 31 Colgate-Palmolive shares in Q4 2022, an estimated $2.32K.
  • Colgate-Palmolive made up 0.77% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #53 holding.
  • Harrison & Co Wealth Management first reported a position in Colgate-Palmolive in Q4 2021 and has held it in 5 quarters since.
  • Harrison & Co Wealth Management's Colgate-Palmolive position peaked at $901K in Q4 2021.
  • 1,697 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.