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Marshall Financial Group (Maryland)’s Colgate-Palmolive CL Stock Holding History

Marshall Financial Group (Maryland)’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
-4,185
Closed -$316K – 214
2021
Q3 		$316K Sell
4,185
-153
-4% -$12.1K 0.16% 147
2021
Q2 		$353K Sell
4,338
-9,611
-69% -$786K 0.19% 137
2021
Q1 		$1.1M Buy
13,949
+624
+5% +$48.9K 0.66% 58
2020
Q4 		$1.14M Buy
+13,325
New +$1.1M 0.74% 51

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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

Marshall Financial Group (Maryland)'s CL Position: Q4 2021 in Review

Marshall Financial Group (Maryland) sold out of Colgate-Palmolive (CL) in Q4 2021, closing a stake of 4,185 shares — an estimated $316K sold.

Marshall Financial Group (Maryland) first reported a position in CL in Q4 2020 and held it in 4 quarters. The position peaked at $1.14M in Q4 2020. 1,704 funds tracked by Wall St. Rank hold CL as of Q4 2021.

  • Marshall Financial Group (Maryland) reported no remaining Colgate-Palmolive position as of Q4 2021 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 4,185 Colgate-Palmolive shares in Q4 2021, an estimated $316K.
  • Marshall Financial Group (Maryland) first reported a position in Colgate-Palmolive in Q4 2020 and held it in 4 quarters.
  • Marshall Financial Group (Maryland)'s Colgate-Palmolive position peaked at $1.14M in Q4 2020.
  • 1,704 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2021.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2021, filed 27 Jan 2022.