Lee Capital Holdings’s Colgate-Palmolive CL Stock Holding History

Lee Capital Holdings’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	-10,000	Closed	-$788K	–	9
2022 Q4	$788K	Hold	10,000	–	–	1.2%	24
2022 Q3	$703K	Hold	10,000	–	–	0.99%	25
2022 Q2	$801K	Hold	10,000	–	–	0.63%	44
2022 Q1	$758K	Hold	10,000	–	–	0.42%	48
2021 Q4	$853K	Hold	10,000	–	–	0.45%	51
2021 Q3	$756K	Hold	10,000	–	–	0.4%	54
2021 Q2	$814K	Hold	10,000	–	–	0.41%	54
2021 Q1	$788K	Hold	10,000	–	–	0.35%	71
2020 Q4	$855K	Hold	10,000	–	–	0.5%	56
2020 Q3	$772K	Hold	10,000	–	–	0.45%	48
2020 Q2	$733K	Buy	10,000 +2,000	+25%	+$142K	0.67%	38
2020 Q1	$531K	Hold	8,000	–	–	0.44%	49
2019 Q4	$551K	Hold	8,000	–	–	0.51%	46
2019 Q3	$588K	Hold	8,000	–	–	0.55%	44
2019 Q2	$573K	Hold	8,000	–	–	0.61%	43
2019 Q1	$548K	Hold	8,000	–	–	0.61%	45
2018 Q4	$476K	Hold	8,000	–	–	0.71%	35
2018 Q3	$536K	Hold	8,000	–	–	0.38%	68
2018 Q2	$518K	Buy	+8,000	New	+$523K	0.37%	66

Other funds holding CL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lee Capital Holdings's CL Position: Q1 2023 in Review

Lee Capital Holdings sold out of Colgate-Palmolive (CL) in Q1 2023, closing a stake of 10,000 shares — an estimated $788K sold.

Lee Capital Holdings first reported a position in CL in Q2 2018 and held it in 19 quarters. The position peaked at $855K in Q4 2020. 1,658 funds tracked by Wall St. Rank hold CL as of Q1 2023.

Lee Capital Holdings reported no remaining Colgate-Palmolive position as of Q1 2023 after selling out during the quarter.
Lee Capital Holdings sold 10,000 Colgate-Palmolive shares in Q1 2023, an estimated $788K.
Lee Capital Holdings first reported a position in Colgate-Palmolive in Q2 2018 and held it in 19 quarters.
Lee Capital Holdings's Colgate-Palmolive position peaked at $855K in Q4 2020.
1,658 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2023.

Based on Lee Capital Holdings's 13F filing for Q1 2023.