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MPS Loria Financial Planners’s Colgate-Palmolive CL Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-1,012
Closed -$79K – 188
2021
Q1 		$79K Hold
1,012
– – 0.04% 130
2020
Q4 		$85K Buy
1,012
+79
+8% +$6.53K 0.04% 123
2020
Q3 		$72K Buy
933
+1
+0.1% +$76 0.04% 124
2020
Q2 		$68K Buy
+932
New +$66.2K 0.04% 126
2017
Q3 		– Sell
-923
Closed -$66K – 128
2017
Q2 		$66K Buy
+923
New +$68.5K 0.04% 132

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MPS Loria Financial Planners's CL Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Colgate-Palmolive (CL) in Q2 2021, closing a stake of 1,012 shares — an estimated $79K sold.

MPS Loria Financial Planners first reported a position in CL in Q2 2017 and held it in 5 quarters. The position peaked at $85K in Q4 2020. 1,635 funds tracked by Wall St. Rank hold CL as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Colgate-Palmolive position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 1,012 Colgate-Palmolive shares in Q2 2021, an estimated $79K.
  • MPS Loria Financial Planners first reported a position in Colgate-Palmolive in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Colgate-Palmolive position peaked at $85K in Q4 2020.
  • 1,635 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.