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Oxler Private Wealth’s Colgate-Palmolive CL Stock Holding History

Oxler Private Wealth’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
Q4 		– Sell
-610
Closed -$42.9K – 124
2022
Q3 		$42.9K Buy
610
+3
+0.5% +$235 0.02% 215
2022
Q2 		$48.6K Buy
+607
New +$47.5K 0.02% 151
2021
Q1 		– Sell
-600
Closed -$51K – 137
2020
Q4 		$51K Buy
+600
New +$49.6K 0.03% 158

Other funds holding CL

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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
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Oxler Private Wealth's CL Position: Q4 2022 in Review

Oxler Private Wealth sold out of Colgate-Palmolive (CL) in Q4 2022, closing a stake of 610 shares — an estimated $42.9K sold.

Oxler Private Wealth first reported a position in CL in Q4 2020 and held it in 3 quarters. The position peaked at $51K in Q4 2020. 1,698 funds tracked by Wall St. Rank hold CL as of Q4 2022.

  • Oxler Private Wealth reported no remaining Colgate-Palmolive position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 610 Colgate-Palmolive shares in Q4 2022, an estimated $42.9K.
  • Oxler Private Wealth first reported a position in Colgate-Palmolive in Q4 2020 and held it in 3 quarters.
  • Oxler Private Wealth's Colgate-Palmolive position peaked at $51K in Q4 2020.
  • 1,698 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.