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Lion Street Advisors’s Colgate-Palmolive CL Stock Holding History

Lion Street 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
2020
Q2 		– Sell
-230
Closed -$15K – 96
2020
Q1 		$15K Buy
+230
New +$16.2K 0.08% 122

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Wellington Management Group
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Capital World Investors
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Bank of New York Mellon
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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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Lion Street Advisors's CL Position: Q2 2020 in Review

Lion Street Advisors sold out of Colgate-Palmolive (CL) in Q2 2020, closing a stake of 230 shares — an estimated $15K sold.

Lion Street Advisors first reported a position in CL in Q1 2020 and held it in 1 quarter. The position peaked at $15K in Q1 2020. 1,516 funds tracked by Wall St. Rank hold CL as of Q2 2020.

  • Lion Street Advisors reported no remaining Colgate-Palmolive position as of Q2 2020 after selling out during the quarter.
  • Lion Street Advisors sold 230 Colgate-Palmolive shares in Q2 2020, an estimated $15K.
  • Lion Street Advisors first reported a position in Colgate-Palmolive in Q1 2020 and held it in 1 quarter.
  • Lion Street Advisors's Colgate-Palmolive position peaked at $15K in Q1 2020.
  • 1,516 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2020.

Based on Lion Street Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.