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

Minot 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
2022
Q1 		– Sell
-2,415
Closed -$206K – 208
2021
Q4 		$206K Sell
2,415
-1,403
-37% -$110K 0.04% 190
2021
Q3 		$289K Buy
+3,818
New +$303K 0.06% 161

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Minot Wealth Management's CL Position: Q1 2022 in Review

Minot Wealth Management sold out of Colgate-Palmolive (CL) in Q1 2022, closing a stake of 2,415 shares — an estimated $206K sold.

Minot Wealth Management first reported a position in CL in Q3 2021 and held it in 2 quarters. The position peaked at $289K in Q3 2021. 1,630 funds tracked by Wall St. Rank hold CL as of Q1 2022.

  • Minot Wealth Management reported no remaining Colgate-Palmolive position as of Q1 2022 after selling out during the quarter.
  • Minot Wealth Management sold 2,415 Colgate-Palmolive shares in Q1 2022, an estimated $206K.
  • Minot Wealth Management first reported a position in Colgate-Palmolive in Q3 2021 and held it in 2 quarters.
  • Minot Wealth Management's Colgate-Palmolive position peaked at $289K in Q3 2021.
  • 1,630 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2022.

Based on Minot Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.