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

Next 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
2021
Q4 		$669K Buy
7,832
+931
+13% +$72.7K 0.04% 431
2021
Q3 		$522K Buy
6,901
+4,483
+185% +$356K 0.04% 445
2021
Q2 		$196K Buy
2,418
+188
+8% +$15.4K 0.02% 833
2021
Q1 		$176K Sell
2,230
-180
-7% -$14.1K 0.02% 817
2020
Q4 		$206K Hold
2,410
– – 0.02% 702
2020
Q3 		$186K Buy
+2,410
New +$184K 0.02% 651
2020
Q2 		– Sell
-2,356
Closed -$156K – 821
2020
Q1 		$156K Buy
2,356
+1,147
+95% +$80.9K 0.02% 624
2019
Q4 		$83K Buy
1,209
+28
+2% +$1.91K 0.01% 1019
2019
Q3 		$87K Sell
1,181
-61
-5% -$4.42K 0.01% 949
2019
Q2 		$89K Buy
1,242
+569
+85% +$40.4K 0.01% 953
2019
Q1 		$46K Sell
673
-503
-43% -$32.5K 0.01% 757
2018
Q4 		$70K Buy
1,176
+236
+25% +$14.8K 0.01% 689
2018
Q3 		$63K Buy
+940
New +$62.6K 0.03% 484
2017
Q4 		– Sell
-3,435
Closed -$261K – 448
2017
Q3 		$261K Sell
3,435
-199
-5% -$14.3K 0.07% 264
2017
Q2 		$269K Sell
3,634
-18
-0.5% -$1.34K 0.07% 287
2017
Q1 		$263K Sell
3,652
-804
-18% -$56.3K 0.07% 263
2016
Q4 		$292K Sell
4,456
-600
-12% -$41.1K 0.05% 360
2016
Q3 		$375K Buy
5,056
+1,916
+61% +$142K 0.07% 300
2016
Q2 		$229K Buy
3,140
+1
+0% +$71 0.07% 271
2016
Q1 		$221K Sell
3,139
-77
-2% -$5.12K 0.08% 267
2015
Q4 		$214K Buy
3,216
+27
+0.8% +$1.8K 0.08% 256
2015
Q3 		$202K Buy
3,189
+101
+3% +$6.6K 0.07% 279
2015
Q2 		$201K Buy
3,088
+350
+13% +$23.7K 0.07% 295
2015
Q1 		$189K Buy
2,738
+64
+2% +$4.42K 0.06% 321
2014
Q4 		$185K Sell
2,674
-3,827
-59% -$258K 0.06% 316
2014
Q3 		$424K Sell
6,501
-86
-1% -$5.67K 0.08% 267
2014
Q2 		$429K Buy
+6,587
New +$441K 0.22% 91

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
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
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
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

Next Financial Group's CL Position: Q4 2021 in Review

Next Financial Group increased its Colgate-Palmolive (CL) stake by 13% in Q4 2021, buying an estimated $72.7K and bringing the position to 7,832 shares worth $669K. The position accounts for 0.04% of the portfolio, ranked #431.

Next Financial Group first reported a position in CL in Q2 2014 and has held it in 27 quarters since. 1,704 funds tracked by Wall St. Rank hold CL as of Q4 2021.

  • Next Financial Group held 7,832 shares of Colgate-Palmolive worth $669K as of Q4 2021.
  • Next Financial Group bought 931 Colgate-Palmolive shares in Q4 2021, an estimated $72.7K.
  • Colgate-Palmolive made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #431 holding.
  • Next Financial Group first reported a position in Colgate-Palmolive in Q2 2014 and has held it in 27 quarters since.
  • 1,704 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.