NFC
CL icon

Northeast Financial Consultants’s Colgate-Palmolive CL Stock Holding History

Northeast Financial Consultants’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 		– Sell
-2,498
Closed -$200K – 340
2022
Q2 		$200K Buy
+2,498
New +$195K 0.01% 313
2022
Q1 		– Sell
-2,476
Closed -$211K – 391
2021
Q4 		$211K Buy
+2,476
New +$193K 0.01% 331
2018
Q2 		– Sell
-3,000
Closed -$215K – 146
2018
Q1 		$215K Hold
3,000
– – 0.07% 132
2017
Q4 		$226K Hold
3,000
– – 0.08% 133
2017
Q3 		$219K Buy
+3,000
New +$216K 0.08% 138

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

Northeast Financial Consultants's CL Position: Q3 2022 in Review

Northeast Financial Consultants sold out of Colgate-Palmolive (CL) in Q3 2022, closing a stake of 2,498 shares — an estimated $200K sold.

Northeast Financial Consultants first reported a position in CL in Q3 2017 and held it in 5 quarters. The position peaked at $226K in Q4 2017. 1,614 funds tracked by Wall St. Rank hold CL as of Q3 2022.

  • Northeast Financial Consultants reported no remaining Colgate-Palmolive position as of Q3 2022 after selling out during the quarter.
  • Northeast Financial Consultants sold 2,498 Colgate-Palmolive shares in Q3 2022, an estimated $200K.
  • Northeast Financial Consultants first reported a position in Colgate-Palmolive in Q3 2017 and held it in 5 quarters.
  • Northeast Financial Consultants's Colgate-Palmolive position peaked at $226K in Q4 2017.
  • 1,614 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2022.

Based on Northeast Financial Consultants's 13F filing for Q3 2022, filed 15 Nov 2022.