Harvest Group Wealth Management’s Colgate-Palmolive CL Stock Holding History

Harvest Group 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
2021 Q1	–	Sell	-2,873	Closed	-$246K	–	155
2020 Q4	$246K	Buy	2,873 +5	+0.2%	+$413	0.15%	35
2020 Q3	$221K	Buy	2,868 +4	+0.1%	+$305	0.15%	33
2020 Q2	$209K	Sell	2,864 -380	-12%	-$27K	0.17%	32
2020 Q1	$215K	Buy	3,244 +6	+0.2%	+$423	0.22%	32
2019 Q4	$222K	Sell	3,238 -387	-11%	-$26.4K	0.19%	30
2019 Q3	$266K	Buy	3,625 +20	+0.6%	+$1.45K	0.33%	21
2019 Q2	$258K	Buy	3,605 +18	+0.5%	+$1.28K	0.33%	21
2019 Q1	$246K	Buy	3,587 +20	+0.6%	+$1.29K	0.23%	31
2018 Q4	$212K	Buy	+3,567	New	+$223K	0.27%	29
2018 Q2	–	Sell	-3,505	Closed	-$251K	–	36
2018 Q1	$251K	Buy	3,505 +17	+0.5%	+$1.22K	0.17%	41
2017 Q4	$263K	Buy	+3,488	New	+$255K	0.16%	42

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Harvest Group Wealth Management's CL Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Colgate-Palmolive (CL) in Q1 2021, closing a stake of 2,873 shares — an estimated $246K sold.

Harvest Group Wealth Management first reported a position in CL in Q4 2017 and held it in 11 quarters. The position peaked at $266K in Q3 2019. 1,607 funds tracked by Wall St. Rank hold CL as of Q1 2021.

Harvest Group Wealth Management reported no remaining Colgate-Palmolive position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 2,873 Colgate-Palmolive shares in Q1 2021, an estimated $246K.
Harvest Group Wealth Management first reported a position in Colgate-Palmolive in Q4 2017 and held it in 11 quarters.
Harvest Group Wealth Management's Colgate-Palmolive position peaked at $266K in Q3 2019.
1,607 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.