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Lountzis Asset Management’s Colgate-Palmolive CL Stock Holding History

Lountzis Asset Management’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
Q4 		– Sell
-1,000
Closed -$75.6K – 42
2021
Q3 		$75.6K Hold
1,000
– – 0.05% 49
2021
Q2 		$81K Hold
1,000
– – 0.05% 49
2021
Q1 		$78.8K Hold
1,000
– – 0.05% 48
2020
Q4 		$86K Hold
1,000
– – 0.06% 47
2020
Q3 		$77K Hold
1,000
– – 0.07% 44
2020
Q2 		$73K Buy
+1,000
New +$71K 0.07% 44

Other funds holding CL

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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
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

Lountzis Asset Management's CL Position: Q4 2021 in Review

Lountzis Asset Management sold out of Colgate-Palmolive (CL) in Q4 2021, closing a stake of 1,000 shares — an estimated $75.6K sold.

Lountzis Asset Management first reported a position in CL in Q2 2020 and held it in 6 quarters. The position peaked at $86K in Q4 2020. 1,704 funds tracked by Wall St. Rank hold CL as of Q4 2021.

  • Lountzis Asset Management reported no remaining Colgate-Palmolive position as of Q4 2021 after selling out during the quarter.
  • Lountzis Asset Management sold 1,000 Colgate-Palmolive shares in Q4 2021, an estimated $75.6K.
  • Lountzis Asset Management first reported a position in Colgate-Palmolive in Q2 2020 and held it in 6 quarters.
  • Lountzis Asset Management's Colgate-Palmolive position peaked at $86K in Q4 2020.
  • 1,704 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2021.

Based on Lountzis Asset Management's 13F filing for Q4 2021, filed 26 Jan 2022.