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

McCarthy 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
2022 Q2	–	Sell	-400	Closed	-$30K	–	83
2022 Q1	$30K	Hold	400	–	–	0.02%	109
2021 Q4	$34K	Hold	400	–	–	0.02%	104
2021 Q3	$30K	Hold	400	–	–	0.02%	113
2021 Q2	$33K	Hold	400	–	–	0.02%	125
2021 Q1	$32K	Hold	400	–	–	0.03%	117
2020 Q4	$34K	Buy	+400	New	+$33.1K	0.03%	106

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

McCarthy Asset Management's CL Position: Q2 2022 in Review

McCarthy Asset Management sold out of Colgate-Palmolive (CL) in Q2 2022, closing a stake of 400 shares — an estimated $30K sold.

McCarthy Asset Management first reported a position in CL in Q4 2020 and held it in 6 quarters. The position peaked at $34K in Q4 2021. 1,668 funds tracked by Wall St. Rank hold CL as of Q2 2022.

McCarthy Asset Management reported no remaining Colgate-Palmolive position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 400 Colgate-Palmolive shares in Q2 2022, an estimated $30K.
McCarthy Asset Management first reported a position in Colgate-Palmolive in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Colgate-Palmolive position peaked at $34K in Q4 2021.
1,668 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.