JF
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JSF Financial’s Colgate-Palmolive CL Stock Holding History

JSF Financial’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
-2,730
Closed -$215K – 116
2022
Q4 		$215K Buy
+2,730
New +$205K 0.08% 104
2022
Q3 		– Sell
-2,740
Closed -$220K – 104
2022
Q2 		$220K Sell
2,740
-490
-15% -$38.3K 0.1% 88
2022
Q1 		$245K Sell
3,230
-127
-4% -$10.1K 0.1% 94
2021
Q4 		$286K Sell
3,357
-150
-4% -$11.7K 0.14% 83
2021
Q3 		$265K Buy
3,507
+14
+0.4% +$1.11K 0.13% 94
2021
Q2 		$284K Sell
3,493
-3
-0.1% -$245 0.17% 74
2021
Q1 		$276K Sell
3,496
-280
-7% -$21.9K 0.17% 62
2020
Q4 		$323K Buy
3,776
+1,000
+36% +$82.7K 0.23% 50
2020
Q3 		$214K Buy
+2,776
New +$212K 0.17% 65

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

JSF Financial's CL Position: Q1 2023 in Review

JSF Financial sold out of Colgate-Palmolive (CL) in Q1 2023, closing a stake of 2,730 shares — an estimated $215K sold.

JSF Financial first reported a position in CL in Q3 2020 and held it in 9 quarters. The position peaked at $323K in Q4 2020. 1,657 funds tracked by Wall St. Rank hold CL as of Q1 2023.

  • JSF Financial reported no remaining Colgate-Palmolive position as of Q1 2023 after selling out during the quarter.
  • JSF Financial sold 2,730 Colgate-Palmolive shares in Q1 2023, an estimated $215K.
  • JSF Financial first reported a position in Colgate-Palmolive in Q3 2020 and held it in 9 quarters.
  • JSF Financial's Colgate-Palmolive position peaked at $323K in Q4 2020.
  • 1,657 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2023.

Based on JSF Financial's 13F filing for Q1 2023, filed 12 May 2023.