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Mosaic Family Wealth’s Colgate-Palmolive CL Stock Holding History

Mosaic Family Wealth’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
Q4 		$233K Buy
+2,732
New +$213K 0.06% 158
2021
Q2 		– Sell
-2,653
Closed -$209K – 168
2021
Q1 		$209K Sell
2,653
-173
-6% -$13.6K 0.06% 156
2020
Q4 		$242K Sell
2,826
-686
-20% -$56.7K 0.08% 133
2020
Q3 		$271K Buy
+3,512
New +$268K 0.1% 116
2019
Q4 		– Sell
-4,833
Closed -$355K – 161
2019
Q3 		$355K Buy
4,833
+206
+4% +$14.9K 0.15% 106
2019
Q2 		$332K Sell
4,627
-478
-9% -$33.9K 0.14% 113
2019
Q1 		$350K Sell
5,105
-323
-6% -$20.9K 0.14% 104
2018
Q4 		$323K Buy
5,428
+21
+0.4% +$1.31K 0.13% 105
2018
Q3 		$334K Buy
5,407
+703
+15% +$46.8K 0.14% 108
2018
Q2 		$305K Buy
4,704
+145
+3% +$9.48K 0.12% 123
2018
Q1 		$327K Sell
4,559
-3,240
-42% -$233K 0.12% 114
2017
Q4 		$587K Sell
7,799
-2,759
-26% -$201K 0.21% 68
2017
Q3 		$770K Sell
10,558
-749
-7% -$54K 0.3% 58
2017
Q2 		$838K Sell
11,307
-63
-0.6% -$4.68K 0.35% 50
2017
Q1 		$832K Buy
11,370
+852
+8% +$59.6K 0.36% 51
2016
Q4 		$688K Sell
10,518
-897
-8% -$61.5K 0.32% 55
2016
Q3 		$846K Buy
11,415
+3,997
+54% +$295K 0.39% 47
2016
Q2 		$539K Sell
7,418
-13,195
-64% -$940K 0.26% 72
2016
Q1 		$1.46M Buy
20,613
+450
+2% +$29.9K 0.7% 25
2015
Q4 		$1.34M Buy
+20,163
New +$1.34M 0.6% 27

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 $535B AUM 26.23% 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 $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mosaic Family Wealth's CL Position: Q4 2021 in Review

Mosaic Family Wealth opened a new position in Colgate-Palmolive (CL) in Q4 2021: 2,732 shares worth $233K. The stake represents 0.06% of the portfolio and ranks #158 among its holdings. This is a return to the name: Mosaic Family Wealth previously reported a position in CL as recently as Q1 2021.

Mosaic Family Wealth first reported a position in CL in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.46M in Q1 2016. 1,705 funds tracked by Wall St. Rank hold CL as of Q4 2021.

  • Mosaic Family Wealth held 2,732 shares of Colgate-Palmolive worth $233K as of Q4 2021.
  • Colgate-Palmolive was a new Mosaic Family Wealth position in Q4 2021.
  • Colgate-Palmolive made up 0.06% of Mosaic Family Wealth's portfolio in Q4 2021, its #158 holding.
  • Mosaic Family Wealth first reported a position in Colgate-Palmolive in Q4 2015 and has held it in 20 quarters since.
  • Mosaic Family Wealth's Colgate-Palmolive position peaked at $1.46M in Q1 2016.
  • 1,705 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.