HFA
CL icon

HC Financial Advisors’s Colgate-Palmolive CL Stock Holding History

HC Financial Advisors’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
Q2 		$618K Sell
7,709
-120
-2% -$9.38K 0.41% 61
2022
Q1 		$594K Sell
7,829
-251
-3% -$19.9K 0.35% 64
2021
Q4 		$690K Sell
8,080
-266
-3% -$20.8K 0.38% 60
2021
Q3 		$631K Sell
8,346
-527
-6% -$41.8K 0.38% 61
2021
Q2 		$722K Sell
8,873
-1,346
-13% -$110K 0.42% 60
2021
Q1 		$806K Sell
10,219
-421
-4% -$33K 0.49% 58
2020
Q4 		$910K Sell
10,640
-719
-6% -$59.5K 0.58% 54
2020
Q3 		$876K Sell
11,359
-850
-7% -$64.8K 0.63% 52
2020
Q2 		$894K Buy
12,209
+4
+0% +$284 0.7% 51
2020
Q1 		$810K Sell
12,205
-1,437
-11% -$101K 0.72% 47
2019
Q4 		$939K Sell
13,642
-515
-4% -$35.1K 0.74% 52
2019
Q3 		$1.04M Sell
14,157
-851
-6% -$61.7K 0.89% 47
2019
Q2 		$1.08M Sell
15,008
-1,130
-7% -$80.2K 1.07% 40
2019
Q1 		$1.11M Buy
+16,138
New +$1.04M 1.16% 38
2018
Q4 		– Sell
-22,081
Closed -$1.48M – 26
2018
Q3 		$1.48M Sell
22,081
-416
-2% -$27.7K 1.31% 34
2018
Q2 		$1.46M Sell
22,497
-940
-4% -$61.5K 1.42% 30
2018
Q1 		$1.68M Buy
23,437
+325
+1% +$23.4K 1.66% 26
2017
Q4 		$1.74M Buy
+23,112
New +$1.69M 1.69% 26

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

HC Financial Advisors's CL Position: Q2 2022 in Review

HC Financial Advisors reduced its Colgate-Palmolive (CL) stake by 1.5% in Q2 2022, selling an estimated $9.38K and leaving 7,709 shares worth $618K. The position accounts for 0.41% of the portfolio, ranked #61.

HC Financial Advisors first reported a position in CL in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.74M in Q4 2017. 1,669 funds tracked by Wall St. Rank hold CL as of Q2 2022.

  • HC Financial Advisors held 7,709 shares of Colgate-Palmolive worth $618K as of Q2 2022.
  • HC Financial Advisors sold 120 Colgate-Palmolive shares in Q2 2022, an estimated $9.38K.
  • Colgate-Palmolive made up 0.41% of HC Financial Advisors's portfolio in Q2 2022, its #61 holding.
  • HC Financial Advisors first reported a position in Colgate-Palmolive in Q4 2017 and has held it in 18 quarters since.
  • HC Financial Advisors's Colgate-Palmolive position peaked at $1.74M in Q4 2017.
  • 1,669 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.