Lee Financial’s Colgate-Palmolive CL Stock Holding History

Lee 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
2024 Q1	–	Sell	-200	Closed	-$15.9K	–	274
2023 Q4	$15.9K	Hold	200	–	–	﹤0.01%	353
2023 Q3	$14.2K	Buy	+200	New	+$15K	﹤0.01%	356
2023 Q1	–	Sell	-19	Closed	-$1.5K	–	828
2022 Q4	$1.5K	Hold	19	–	–	﹤0.01%	745
2022 Q3	$1K	Buy	19 +10	+111%	+$784	﹤0.01%	740
2022 Q2	$1K	Buy	+9	New	+$704	﹤0.01%	772
2021 Q3	–	Sell	-450	Closed	-$37K	–	700
2021 Q2	$37K	Hold	450	–	–	0.01%	258
2021 Q1	$35K	Hold	450	–	–	0.01%	255
2020 Q4	$38K	Sell	450 -29	-6%	-$2.4K	0.01%	228
2020 Q3	$37K	Hold	479	–	–	0.01%	261
2020 Q2	$35K	Hold	479	–	–	0.01%	233
2020 Q1	$32K	Hold	479	–	–	0.01%	202
2019 Q4	$33K	Hold	479	–	–	0.01%	216
2019 Q3	$35K	Hold	479	–	–	0.01%	210
2019 Q2	$34K	Hold	479	–	–	0.01%	219
2019 Q1	$33K	Sell	479 -371	-44%	-$24K	0.01%	209
2018 Q4	$51K	Hold	850	–	–	0.01%	179
2018 Q3	$57K	Sell	850 -151	-15%	-$10.1K	0.01%	185
2018 Q2	$65K	Hold	1,001	–	–	0.02%	245
2018 Q1	$72K	Buy	1,001 +151	+18%	+$10.9K	0.02%	235
2017 Q4	$64K	Hold	850	–	–	0.02%	178
2017 Q3	$62K	Hold	850	–	–	0.02%	167
2017 Q2	$63K	Hold	850	–	–	0.02%	177
2017 Q1	$62K	Hold	850	–	–	0.02%	161
2016 Q4	$56K	Buy	+850	New	+$58.3K	0.03%	168

Other funds holding CL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lee Financial's CL Position: Q1 2024 in Review

Lee Financial sold out of Colgate-Palmolive (CL) in Q1 2024, closing a stake of 200 shares — an estimated $15.9K sold.

Lee Financial first reported a position in CL in Q4 2016 and held it in 24 quarters. The position peaked at $72K in Q1 2018. 1,767 funds tracked by Wall St. Rank hold CL as of Q1 2024.

Lee Financial reported no remaining Colgate-Palmolive position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 200 Colgate-Palmolive shares in Q1 2024, an estimated $15.9K.
Lee Financial first reported a position in Colgate-Palmolive in Q4 2016 and held it in 24 quarters.
Lee Financial's Colgate-Palmolive position peaked at $72K in Q1 2018.
1,767 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.