Mid Atlantic Financial Management’s Colgate-Palmolive CL Stock Holding History

Mid Atlantic Financial 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 Q3	$1.06M	Sell	14,046 -789	-5%	-$62.7K	0.07%	238
2021 Q2	$1.21M	Buy	14,835 +922	+7%	+$75.4K	0.08%	203
2021 Q1	$1.1M	Buy	13,913 +1	+0%	+$78	0.08%	218
2020 Q4	$1.19M	Sell	13,912 -187	-1%	-$15.5K	0.09%	194
2020 Q3	$1.15M	Sell	14,099 -754	-5%	-$57.5K	0.1%	189
2020 Q2	$1.09M	Sell	14,853 -470	-3%	-$33.4K	0.1%	171
2020 Q1	$1.02M	Sell	15,323 -336	-2%	-$23.7K	0.12%	158
2019 Q4	$1.08M	Buy	15,659 +8	+0.1%	+$545	0.1%	199
2019 Q3	$1.15M	Sell	15,651 -4,172	-21%	-$303K	0.12%	153
2019 Q2	$1.42M	Buy	19,823 +2,092	+12%	+$149K	0.15%	132
2019 Q1	$1.22M	Buy	17,731 +1,869	+12%	+$121K	0.13%	144
2018 Q4	$944K	Buy	+15,862	New	+$992K	0.12%	166

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Mid Atlantic Financial Management's CL Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Colgate-Palmolive (CL) stake by 5.3% in Q3 2021, selling an estimated $62.7K and leaving 14,046 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #238.

Mid Atlantic Financial Management first reported a position in CL in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.42M in Q2 2019. 1,584 funds tracked by Wall St. Rank hold CL as of Q3 2021.

Mid Atlantic Financial Management held 14,046 shares of Colgate-Palmolive worth $1.06M as of Q3 2021.
Mid Atlantic Financial Management sold 789 Colgate-Palmolive shares in Q3 2021, an estimated $62.7K.
Colgate-Palmolive made up 0.07% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #238 holding.
Mid Atlantic Financial Management first reported a position in Colgate-Palmolive in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Colgate-Palmolive position peaked at $1.42M in Q2 2019.
1,584 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.