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Herold Advisors’s Colgate-Palmolive CL Stock Holding History

Herold 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
2023
Q1 		– Sell
-3,878
Closed -$306K – 232
2022
Q4 		$306K Buy
3,878
+388
+11% +$29.1K 0.13% 156
2022
Q3 		$245K Buy
3,490
+215
+7% +$16.9K 0.12% 160
2022
Q2 		$262K Buy
+3,275
New +$256K 0.12% 166

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Herold Advisors's CL Position: Q1 2023 in Review

Herold Advisors sold out of Colgate-Palmolive (CL) in Q1 2023, closing a stake of 3,878 shares — an estimated $306K sold.

Herold Advisors first reported a position in CL in Q2 2022 and held it in 3 quarters. The position peaked at $306K in Q4 2022. 1,657 funds tracked by Wall St. Rank hold CL as of Q1 2023.

  • Herold Advisors reported no remaining Colgate-Palmolive position as of Q1 2023 after selling out during the quarter.
  • Herold Advisors sold 3,878 Colgate-Palmolive shares in Q1 2023, an estimated $306K.
  • Herold Advisors first reported a position in Colgate-Palmolive in Q2 2022 and held it in 3 quarters.
  • Herold Advisors's Colgate-Palmolive position peaked at $306K in Q4 2022.
  • 1,657 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2023.

Based on Herold Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.