Mezzasalma Advisors’s Colgate-Palmolive CL Stock Holding History

Mezzasalma 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
2024 Q1	–	Sell	-4,362	Closed	-$348K	–	102
2023 Q4	$348K	Sell	4,362 -15	-0.3%	-$1.13K	0.19%	61
2023 Q3	$311K	Sell	4,377 -90	-2%	-$6.73K	0.19%	62
2023 Q2	$344K	Hold	4,467	–	–	0.21%	59
2023 Q1	$336K	Hold	4,467	–	–	0.24%	59
2022 Q4	$352K	Sell	4,467 -475	-10%	-$35.6K	0.31%	52
2022 Q3	$347K	Hold	4,942	–	–	0.28%	50
2022 Q2	$396K	Hold	4,942	–	–	0.33%	47
2022 Q1	$375K	Sell	4,942 -100	-2%	-$7.92K	0.23%	58
2021 Q4	$430K	Buy	5,042 +85	+2%	+$6.64K	0.23%	56
2021 Q3	$375K	Hold	4,957	–	–	0.21%	57
2021 Q2	$403K	Hold	4,957	–	–	0.22%	55
2021 Q1	$391K	Sell	4,957 -45	-0.9%	-$3.53K	0.25%	53
2020 Q4	$428K	Buy	+5,002	New	+$414K	0.27%	51

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Mezzasalma Advisors's CL Position: Q1 2024 in Review

Mezzasalma Advisors sold out of Colgate-Palmolive (CL) in Q1 2024, closing a stake of 4,362 shares — an estimated $348K sold.

Mezzasalma Advisors first reported a position in CL in Q4 2020 and held it in 13 quarters. The position peaked at $430K in Q4 2021. 1,765 funds tracked by Wall St. Rank hold CL as of Q1 2024.

Mezzasalma Advisors reported no remaining Colgate-Palmolive position as of Q1 2024 after selling out during the quarter.
Mezzasalma Advisors sold 4,362 Colgate-Palmolive shares in Q1 2024, an estimated $348K.
Mezzasalma Advisors first reported a position in Colgate-Palmolive in Q4 2020 and held it in 13 quarters.
Mezzasalma Advisors's Colgate-Palmolive position peaked at $430K in Q4 2021.
1,765 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2024.

Based on Mezzasalma Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.