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James Investment Research’s Colgate-Palmolive CL Stock Holding History

James Investment Research’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
Q2 		– Sell
-110
Closed -$8K – 323
2023
Q1 		$8K Hold
110
– – ﹤0.01% 487
2022
Q4 		$9K Buy
+110
New +$8.25K ﹤0.01% 480

Other funds holding CL

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

James Investment Research's CL Position: Q2 2023 in Review

James Investment Research sold out of Colgate-Palmolive (CL) in Q2 2023, closing a stake of 110 shares — an estimated $8K sold.

James Investment Research first reported a position in CL in Q4 2022 and held it in 2 quarters. The position peaked at $9K in Q4 2022. 1,679 funds tracked by Wall St. Rank hold CL as of Q2 2023.

  • James Investment Research reported no remaining Colgate-Palmolive position as of Q2 2023 after selling out during the quarter.
  • James Investment Research sold 110 Colgate-Palmolive shares in Q2 2023, an estimated $8K.
  • James Investment Research first reported a position in Colgate-Palmolive in Q4 2022 and held it in 2 quarters.
  • James Investment Research's Colgate-Palmolive position peaked at $9K in Q4 2022.
  • 1,679 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.