Intersect Capital’s Colgate-Palmolive CL Stock Holding History

Intersect Capital’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	-2,554	Closed	-$218K	–	447
2021 Q4	$218K	Buy	+2,554	New	+$199K	0.04%	393
2021 Q3	–	Sell	-2,524	Closed	-$205K	–	406
2021 Q2	$205K	Buy	+2,524	New	+$206K	0.04%	347
2021 Q1	–	Sell	-2,700	Closed	-$231K	–	337
2020 Q4	$231K	Buy	+2,700	New	+$223K	0.05%	254
2015 Q2	–	Sell	-500	Closed	-$34K	–	156
2015 Q1	$34K	Hold	500	–	–	0.03%	220
2014 Q4	$35K	Buy	+500	New	+$33.8K	0.03%	227

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Intersect Capital's CL Position: Q1 2022 in Review

Intersect Capital sold out of Colgate-Palmolive (CL) in Q1 2022, closing a stake of 2,554 shares — an estimated $218K sold.

Intersect Capital first reported a position in CL in Q4 2014 and held it in 5 quarters. The position peaked at $231K in Q4 2020. 1,633 funds tracked by Wall St. Rank hold CL as of Q1 2022.

Intersect Capital reported no remaining Colgate-Palmolive position as of Q1 2022 after selling out during the quarter.
Intersect Capital sold 2,554 Colgate-Palmolive shares in Q1 2022, an estimated $218K.
Intersect Capital first reported a position in Colgate-Palmolive in Q4 2014 and held it in 5 quarters.
Intersect Capital's Colgate-Palmolive position peaked at $231K in Q4 2020.
1,633 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2022.

Based on Intersect Capital's 13F filing for Q1 2022, filed 11 May 2022.