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Lehman & Derafelo Financial Resources’s Colgate-Palmolive CL Stock Holding History

Lehman & Derafelo Financial Resources’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
2022
Q1 		– Sell
-2,370
Closed -$202K – 112
2021
Q4 		$202K Buy
+2,370
New +$185K 0.06% 107
2021
Q1 		– Sell
-2,370
Closed -$203K – 227
2020
Q4 		$203K Buy
+2,370
New +$196K 0.06% 119

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lehman & Derafelo Financial Resources's CL Position: Q1 2022 in Review

Lehman & Derafelo Financial Resources sold out of Colgate-Palmolive (CL) in Q1 2022, closing a stake of 2,370 shares — an estimated $202K sold.

Lehman & Derafelo Financial Resources first reported a position in CL in Q4 2020 and held it in 2 quarters. The position peaked at $203K in Q4 2020. 1,633 funds tracked by Wall St. Rank hold CL as of Q1 2022.

  • Lehman & Derafelo Financial Resources reported no remaining Colgate-Palmolive position as of Q1 2022 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 2,370 Colgate-Palmolive shares in Q1 2022, an estimated $202K.
  • Lehman & Derafelo Financial Resources first reported a position in Colgate-Palmolive in Q4 2020 and held it in 2 quarters.
  • Lehman & Derafelo Financial Resources's Colgate-Palmolive position peaked at $203K in Q4 2020.
  • 1,633 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q1 2022, filed 21 Apr 2022.