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NewFocus Financial Group’s Colgate-Palmolive CL Stock Holding History

NewFocus Financial Group’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
2020
Q4 		$1.59M Hold
18,649
– – 0.47% 58
2020
Q3 		$1.44M Sell
18,649
-244
-1% -$18.6K 0.48% 53
2020
Q2 		$1.38M Hold
18,893
– – 0.5% 48
2020
Q1 		$1.25M Buy
18,893
+243
+1% +$17.1K 0.58% 47
2019
Q4 		$1.28M Sell
18,650
-60
-0.3% -$4.09K 0.5% 45
2019
Q3 		$1.38M Sell
18,710
-1,983
-10% -$144K 0.6% 43
2019
Q2 		$1.48M Sell
20,693
-243
-1% -$17.3K 0.69% 42
2019
Q1 		$1.44M Hold
20,936
– – 0.72% 37
2018
Q4 		$1.25M Sell
20,936
-1,442
-6% -$90.2K 0.74% 37
2018
Q3 		$1.5M Sell
22,378
-798
-3% -$53.2K 0.81% 37
2018
Q2 		$1.5M Sell
23,176
-228
-1% -$14.9K 0.91% 36
2018
Q1 		$1.68M Sell
23,404
-14,613
-38% -$1.05M 1.05% 30
2017
Q4 		$2.87M Buy
38,017
+624
+2% +$45.6K 1.75% 21
2017
Q3 		$2.72M Buy
37,393
+632
+2% +$45.5K 1.77% 22
2017
Q2 		$2.73M Buy
36,761
+499
+1% +$37K 1.54% 25
2017
Q1 		$2.65M Buy
36,262
+362
+1% +$25.3K 1.64% 23
2016
Q4 		$2.35M Buy
35,900
+381
+1% +$26.1K 1.58% 25
2016
Q3 		$2.63M Buy
35,519
+129
+0.4% +$9.54K 1.91% 21
2016
Q2 		$2.59M Buy
35,390
+244
+0.7% +$17.4K 1.92% 23
2016
Q1 		$2.48M Buy
35,146
+680
+2% +$45.2K 1.82% 22
2015
Q4 		$2.3M Buy
34,466
+652
+2% +$43.4K 1.6% 23
2015
Q3 		$2.15M Sell
33,814
-9,721
-22% -$635K 1.65% 24
2015
Q2 		$2.85M Sell
43,535
-631
-1% -$42.8K 1.84% 23
2015
Q1 		$3.06M Sell
44,166
-717
-2% -$49.6K 1.91% 22
2014
Q4 		$3.1M Buy
44,883
+22
+0% +$1.49K 2.14% 22
2014
Q3 		$2.91M Sell
44,861
-4,271
-9% -$282K 2.35% 21
2014
Q2 		$3.35M Sell
49,132
-1,563
-3% -$105K 2.65% 19
2014
Q1 		$3.29M Sell
50,695
-238
-0.5% -$15K 2.72% 20
2013
Q4 		$3.32M Buy
+50,933
New +$3.26M 2.8% 20

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

NewFocus Financial Group's CL Position: Q4 2020 in Review

NewFocus Financial Group held its Colgate-Palmolive (CL) position steady in Q4 2020 at 18,649 shares worth $1.59M. The position accounts for 0.47% of the portfolio, ranked #58.

NewFocus Financial Group first reported a position in CL in Q4 2013 and has held it in 29 quarters since. The position peaked at $3.35M in Q2 2014. 1,652 funds tracked by Wall St. Rank hold CL as of Q4 2020.

  • NewFocus Financial Group held 18,649 shares of Colgate-Palmolive worth $1.59M as of Q4 2020.
  • NewFocus Financial Group left its Colgate-Palmolive share count unchanged in Q4 2020.
  • Colgate-Palmolive made up 0.47% of NewFocus Financial Group's portfolio in Q4 2020, its #58 holding.
  • NewFocus Financial Group first reported a position in Colgate-Palmolive in Q4 2013 and has held it in 29 quarters since.
  • NewFocus Financial Group's Colgate-Palmolive position peaked at $3.35M in Q2 2014.
  • 1,652 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.