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Newfound Research’s Colgate-Palmolive CL Stock Holding History

Newfound Research’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
Q3 		$77K Sell
1,096
-22
-2% -$1.73K 0.19% 65
2022
Q2 		$90K Sell
1,118
-528
-32% -$41.3K 0.19% 61
2022
Q1 		$125K Sell
1,646
-216
-12% -$17.1K 0.16% 73
2021
Q4 		$159K Buy
1,862
+418
+29% +$32.6K 0.19% 26
2021
Q3 		$109K Buy
1,444
+371
+35% +$29.5K 0.18% 52
2021
Q2 		$87K Buy
1,073
+116
+12% +$9.48K 0.17% 56
2021
Q1 		$75K Sell
957
-536
-36% -$42K 0.17% 63
2020
Q4 		$128K Buy
1,493
+1,132
+314% +$93.6K 0.33% 32
2020
Q3 		$28K Buy
+361
New +$27.5K 0.08% 93

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Newfound Research's CL Position: Q3 2022 in Review

Newfound Research reduced its Colgate-Palmolive (CL) stake by 2% in Q3 2022, selling an estimated $1.73K and leaving 1,096 shares worth $77K. The position accounts for 0.19% of the portfolio, ranked #65.

Newfound Research first reported a position in CL in Q3 2020 and has held it in 9 quarters since. The position peaked at $159K in Q4 2021. 1,614 funds tracked by Wall St. Rank hold CL as of Q3 2022.

  • Newfound Research held 1,096 shares of Colgate-Palmolive worth $77K as of Q3 2022.
  • Newfound Research sold 22 Colgate-Palmolive shares in Q3 2022, an estimated $1.73K.
  • Colgate-Palmolive made up 0.19% of Newfound Research's portfolio in Q3 2022, its #65 holding.
  • Newfound Research first reported a position in Colgate-Palmolive in Q3 2020 and has held it in 9 quarters since.
  • Newfound Research's Colgate-Palmolive position peaked at $159K in Q4 2021.
  • 1,614 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.