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

Oxford 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
2023 Q3	–	Sell	-4,073	Closed	-$314K	–	270
2023 Q2	$314K	Buy	4,073 +8	+0.2%	+$619	0.03%	175
2023 Q1	$305K	Sell	4,065 -313	-7%	-$23.3K	0.03%	146
2022 Q4	$345K	Buy	4,378 +367	+9%	+$27.5K	0.04%	139
2022 Q3	$282K	Sell	4,011 -54	-1%	-$4.23K	0.04%	143
2022 Q2	$326K	Buy	4,065 +54	+1%	+$4.22K	0.05%	141
2022 Q1	$304K	Hold	4,011	–	–	0.04%	158
2021 Q4	$342K	Sell	4,011 -4	-0.1%	-$312	0.04%	154
2021 Q3	$303K	Buy	4,015 +4	+0.1%	+$318	0.04%	149
2021 Q2	$326K	Sell	4,011 -83	-2%	-$6.79K	0.04%	142
2021 Q1	$323K	Hold	4,094	–	–	0.04%	140
2020 Q4	$350K	Sell	4,094 -80	-2%	-$6.62K	0.05%	139
2020 Q3	$322K	Buy	4,174 +210	+5%	+$16K	0.05%	127
2020 Q2	$290K	Hold	3,964	–	–	0.05%	128
2020 Q1	$263K	Buy	+3,964	New	+$280K	0.05%	127

Other funds holding CL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oxford Financial Group's CL Position: Q3 2023 in Review

Oxford Financial Group sold out of Colgate-Palmolive (CL) in Q3 2023, closing a stake of 4,073 shares — an estimated $314K sold.

Oxford Financial Group first reported a position in CL in Q1 2020 and held it in 14 quarters. The position peaked at $350K in Q4 2020. 1,620 funds tracked by Wall St. Rank hold CL as of Q3 2023.

Oxford Financial Group reported no remaining Colgate-Palmolive position as of Q3 2023 after selling out during the quarter.
Oxford Financial Group sold 4,073 Colgate-Palmolive shares in Q3 2023, an estimated $314K.
Oxford Financial Group first reported a position in Colgate-Palmolive in Q1 2020 and held it in 14 quarters.
Oxford Financial Group's Colgate-Palmolive position peaked at $350K in Q4 2020.
1,620 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2023.

Based on Oxford Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.