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MinichMacGregor Wealth Management’s Colgate-Palmolive CL Stock Holding History

MinichMacGregor Wealth 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
2023
Q1 		– Sell
-200
Closed -$15.8K – 188
2022
Q4 		$15.8K Buy
+200
New +$15K 0.01% 357
2018
Q4 		– Sell
-1,309
Closed -$87K – 171
2018
Q3 		$87K Sell
1,309
-530
-29% -$35.3K 0.06% 94
2018
Q2 		$118K Sell
1,839
-168
-8% -$11K 0.08% 66
2018
Q1 		$143K Sell
2,007
-8
-0.4% -$576 0.11% 51
2017
Q4 		$152K Sell
2,015
-115
-5% -$8.4K 0.12% 49
2017
Q3 		$155K Buy
2,130
+31
+1% +$2.23K 0.13% 47
2017
Q2 		$155K Sell
2,099
-20
-0.9% -$1.49K 0.13% 48
2017
Q1 		$155K Buy
2,119
+3
+0.1% +$210 0.14% 44
2016
Q4 		$138K Sell
2,116
-41
-2% -$2.81K 0.13% 47
2016
Q3 		$159K Buy
2,157
+95
+5% +$7.02K 0.15% 42
2016
Q2 		$150K Buy
2,062
+19
+0.9% +$1.35K 0.14% 46
2016
Q1 		$144K Buy
2,043
+454
+29% +$30.2K 0.14% 47
2015
Q4 		$106K Buy
+1,589
New +$106K 0.1% 59

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MinichMacGregor Wealth Management's CL Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Colgate-Palmolive (CL) in Q1 2023, closing a stake of 200 shares — an estimated $15.8K sold.

MinichMacGregor Wealth Management first reported a position in CL in Q4 2015 and held it in 13 quarters. The position peaked at $159K in Q3 2016. 1,656 funds tracked by Wall St. Rank hold CL as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Colgate-Palmolive position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 200 Colgate-Palmolive shares in Q1 2023, an estimated $15.8K.
  • MinichMacGregor Wealth Management first reported a position in Colgate-Palmolive in Q4 2015 and held it in 13 quarters.
  • MinichMacGregor Wealth Management's Colgate-Palmolive position peaked at $159K in Q3 2016.
  • 1,656 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.