Lenox Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Lenox Wealth Advisors’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	$32K	Sell	400 -9	-2%	-$713	﹤0.01%	306
2021 Q4	$35K	Hold	409	–	–	﹤0.01%	306
2021 Q3	$31K	Buy	409 +9	+2%	+$715	﹤0.01%	300
2021 Q2	$33K	Buy	+400	New	+$32.7K	﹤0.01%	289
2021 Q1	–	Sell	-1	Closed	–	–	692
2020 Q4	$0	Buy	+1	New	+$83	﹤0.01%	622
2020 Q1	–	Sell	-1,304	Closed	-$90K	–	787
2019 Q4	$90K	Buy	1,304 +9	+0.7%	+$614	0.01%	122
2019 Q3	$95K	Hold	1,295	–	–	0.02%	117
2019 Q2	$93K	Buy	+1,295	New	+$91.9K	0.02%	116
2018 Q4	–	Sell	-32	Closed	-$2K	–	373
2018 Q3	$2K	Hold	32	–	–	﹤0.01%	364
2018 Q2	$2K	Hold	32	–	–	﹤0.01%	490
2018 Q1	$2K	Hold	32	–	–	﹤0.01%	465
2017 Q4	$2K	Buy	32 +28	+700%	+$2.04K	﹤0.01%	335
2017 Q3	$0	Buy	+4	New	+$288	﹤0.01%	247
2015 Q2	–	Sell	-850	Closed	-$59K	–	304
2015 Q1	$59K	Hold	850	–	–	0.02%	73
2014 Q4	$59K	Hold	850	–	–	0.02%	72
2014 Q3	$55K	Hold	850	–	–	0.02%	72
2014 Q2	$59K	Hold	850	–	–	0.03%	56
2014 Q1	$55K	Buy	+850	New	+$53.6K	0.03%	53

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lenox Wealth Advisors's CL Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Colgate-Palmolive (CL) stake by 2.2% in Q1 2022, selling an estimated $713 and leaving 400 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Lenox Wealth Advisors first reported a position in CL in Q1 2014 and has held it in 18 quarters since. The position peaked at $95K in Q3 2019. 1,633 funds tracked by Wall St. Rank hold CL as of Q1 2022.

Lenox Wealth Advisors held 400 shares of Colgate-Palmolive worth $32K as of Q1 2022.
Lenox Wealth Advisors sold 9 Colgate-Palmolive shares in Q1 2022, an estimated $713.
Colgate-Palmolive made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #306 holding.
Lenox Wealth Advisors first reported a position in Colgate-Palmolive in Q1 2014 and has held it in 18 quarters since.
Lenox Wealth Advisors's Colgate-Palmolive position peaked at $95K in Q3 2019.
1,633 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.