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

Johanson 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
2020
Q1 		– Sell
-30,316
Closed -$440K – 118
2019
Q4 		$440K Buy
+30,316
New +$2.07M 0.02% 192

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Massachusetts Financial Services
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Wellington Management Group
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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Johanson Financial Advisors's CL Position: Q1 2020 in Review

Johanson Financial Advisors sold out of Colgate-Palmolive (CL) in Q1 2020, closing a stake of 30,316 shares — an estimated $440K sold.

Johanson Financial Advisors first reported a position in CL in Q4 2019 and held it in 1 quarter. The position peaked at $440K in Q4 2019. 1,493 funds tracked by Wall St. Rank hold CL as of Q1 2020.

  • Johanson Financial Advisors reported no remaining Colgate-Palmolive position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 30,316 Colgate-Palmolive shares in Q1 2020, an estimated $440K.
  • Johanson Financial Advisors first reported a position in Colgate-Palmolive in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's Colgate-Palmolive position peaked at $440K in Q4 2019.
  • 1,493 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.