ML&R Wealth Management’s Colgate-Palmolive CL Stock Holding History

ML&R 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	-4,822	Closed	-$380K	–	73
2022 Q4	$380K	Hold	4,822	–	–	0.11%	37
2022 Q3	$339K	Hold	4,822	–	–	0.11%	46
2022 Q2	$386K	Buy	4,822 +2	+0%	+$156	0.17%	29
2022 Q1	$366K	Buy	4,820 +20	+0.4%	+$1.58K	0.14%	34
2021 Q4	$410K	Buy	+4,800	New	+$375K	0.15%	30

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

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

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

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

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ML&R Wealth Management's CL Position: Q1 2023 in Review

ML&R Wealth Management sold out of Colgate-Palmolive (CL) in Q1 2023, closing a stake of 4,822 shares — an estimated $380K sold.

ML&R Wealth Management first reported a position in CL in Q4 2021 and held it in 5 quarters. The position peaked at $410K in Q4 2021. 1,657 funds tracked by Wall St. Rank hold CL as of Q1 2023.

ML&R Wealth Management reported no remaining Colgate-Palmolive position as of Q1 2023 after selling out during the quarter.
ML&R Wealth Management sold 4,822 Colgate-Palmolive shares in Q1 2023, an estimated $380K.
ML&R Wealth Management first reported a position in Colgate-Palmolive in Q4 2021 and held it in 5 quarters.
ML&R Wealth Management's Colgate-Palmolive position peaked at $410K in Q4 2021.
1,657 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2023.

Based on ML&R Wealth Management's 13F filing for Q1 2023, filed 5 May 2023.