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

Lee Capital 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
2018
Q1 		$573K Hold
8,000
– – 0.43% 69
2017
Q4 		$604K Hold
8,000
– – 0.51% 64
2017
Q3 		$583K Hold
8,000
– – 0.47% 66
2017
Q2 		$593K Hold
8,000
– – 0.53% 68
2017
Q1 		$586K Hold
8,000
– – 0.52% 65
2016
Q4 		$524K Buy
+8,000
New +$549K 0.49% 73

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lee Capital Management's CL Position: Q1 2018 in Review

Lee Capital Management held its Colgate-Palmolive (CL) position steady in Q1 2018 at 8,000 shares worth $573K. The position accounts for 0.43% of the portfolio, ranked #69.

Lee Capital Management first reported a position in CL in Q4 2016 and has held it in 6 quarters since. The position peaked at $604K in Q4 2017. 1,439 funds tracked by Wall St. Rank hold CL as of Q1 2018.

  • Lee Capital Management held 8,000 shares of Colgate-Palmolive worth $573K as of Q1 2018.
  • Lee Capital Management left its Colgate-Palmolive share count unchanged in Q1 2018.
  • Colgate-Palmolive made up 0.43% of Lee Capital Management's portfolio in Q1 2018, its #69 holding.
  • Lee Capital Management first reported a position in Colgate-Palmolive in Q4 2016 and has held it in 6 quarters since.
  • Lee Capital Management's Colgate-Palmolive position peaked at $604K in Q4 2017.
  • 1,439 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2018.

Based on Lee Capital Management's 13F filing for Q1 2018, filed 11 May 2018.