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

Keebeck 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
2020
Q3 		– Sell
-572
Closed -$41K – 210
2020
Q2 		$41K Buy
+572
New +$40.6K 0.01% 237
2020
Q1 		– Sell
-572
Closed -$39K – 169
2019
Q4 		$39K Buy
+572
New +$39K 0.01% 236

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Keebeck Wealth Management's CL Position: Q3 2020 in Review

Keebeck Wealth Management sold out of Colgate-Palmolive (CL) in Q3 2020, closing a stake of 572 shares — an estimated $41K sold.

Keebeck Wealth Management first reported a position in CL in Q4 2019 and held it in 2 quarters. The position peaked at $41K in Q2 2020. 1,530 funds tracked by Wall St. Rank hold CL as of Q3 2020.

  • Keebeck Wealth Management reported no remaining Colgate-Palmolive position as of Q3 2020 after selling out during the quarter.
  • Keebeck Wealth Management sold 572 Colgate-Palmolive shares in Q3 2020, an estimated $41K.
  • Keebeck Wealth Management first reported a position in Colgate-Palmolive in Q4 2019 and held it in 2 quarters.
  • Keebeck Wealth Management's Colgate-Palmolive position peaked at $41K in Q2 2020.
  • 1,530 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2020.

Based on Keebeck Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.