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JGP Wealth Management’s Colgate-Palmolive CL Stock Holding History

JGP 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
Q2 		– Sell
-54,889
Closed -$4.33M – 156
2021
Q1 		$4.33M Buy
54,889
+466
+0.9% +$36.5K 0.97% 38
2020
Q4 		$4.3M Buy
54,423
+835
+2% +$69K 1% 39
2020
Q3 		$4.19M Buy
53,588
+170
+0.3% +$13K 1.11% 34
2020
Q2 		$3.98M Sell
53,418
-1,141
-2% -$81K 1.17% 34
2020
Q1 		$3.83M Sell
54,559
-1,644
-3% -$116K 1.36% 31
2019
Q4 		$3.85M Buy
56,203
+6,675
+13% +$455K 1.14% 41
2019
Q3 		$3.49M Buy
49,528
+1,148
+2% +$83.3K 1.21% 39
2019
Q2 		$3.47M Buy
48,380
+1,200
+3% +$85.2K 1.23% 38
2019
Q1 		$3.23M Buy
47,180
+4,179
+10% +$270K 1.22% 41
2018
Q4 		$2.56M Buy
43,001
+2,203
+5% +$138K 1.06% 44
2018
Q3 		$2.73M Buy
40,798
+712
+2% +$47.4K 1.09% 42
2018
Q2 		$2.6M Buy
+40,086
New +$2.62M 1.08% 44

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JGP Wealth Management's CL Position: Q2 2021 in Review

JGP Wealth Management sold out of Colgate-Palmolive (CL) in Q2 2021, closing a stake of 54,889 shares — an estimated $4.33M sold.

JGP Wealth Management first reported a position in CL in Q2 2018 and held it in 12 quarters. The position peaked at $4.33M in Q1 2021. 1,634 funds tracked by Wall St. Rank hold CL as of Q2 2021.

  • JGP Wealth Management reported no remaining Colgate-Palmolive position as of Q2 2021 after selling out during the quarter.
  • JGP Wealth Management sold 54,889 Colgate-Palmolive shares in Q2 2021, an estimated $4.33M.
  • JGP Wealth Management first reported a position in Colgate-Palmolive in Q2 2018 and held it in 12 quarters.
  • JGP Wealth Management's Colgate-Palmolive position peaked at $4.33M in Q1 2021.
  • 1,634 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2021.

Based on JGP Wealth Management's 13F filing for Q2 2021, filed 12 Aug 2021.