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Linscomb Wealth’s Colgate-Palmolive CL Stock Holding History

Linscomb Wealth’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
2021
Q2 		– Sell
-1,748
Closed -$138K – 340
2021
Q1 		$138K Buy
+1,748
New +$137K 0.01% 322
2018
Q1 		– Sell
-2,811
Closed -$212K – 270
2017
Q4 		$212K Buy
2,811
+2
+0.1% +$146 0.02% 262
2017
Q3 		$205K Buy
+2,809
New +$202K 0.02% 254

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Linscomb Wealth's CL Position: Q2 2021 in Review

Linscomb Wealth sold out of Colgate-Palmolive (CL) in Q2 2021, closing a stake of 1,748 shares — an estimated $138K sold.

Linscomb Wealth first reported a position in CL in Q3 2017 and held it in 3 quarters. The position peaked at $212K in Q4 2017. 1,635 funds tracked by Wall St. Rank hold CL as of Q2 2021.

  • Linscomb Wealth reported no remaining Colgate-Palmolive position as of Q2 2021 after selling out during the quarter.
  • Linscomb Wealth sold 1,748 Colgate-Palmolive shares in Q2 2021, an estimated $138K.
  • Linscomb Wealth first reported a position in Colgate-Palmolive in Q3 2017 and held it in 3 quarters.
  • Linscomb Wealth's Colgate-Palmolive position peaked at $212K in Q4 2017.
  • 1,635 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2021.

Based on Linscomb Wealth's 13F filing for Q2 2021, filed 10 Aug 2021.