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

Parcion 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
2020
Q4 		– Sell
-21,279
Closed -$1.65M – 186
2020
Q3 		$1.65M Sell
21,279
-1,870
-8% -$143K 0.25% 74
2020
Q2 		$1.7M Sell
23,149
-3,068
-12% -$218K 0.29% 64
2020
Q1 		$1.74M Buy
26,217
+3,071
+13% +$217K 0.48% 48
2019
Q4 		$1.59M Buy
+23,146
New +$1.58M 0.35% 61

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Parcion Private Wealth's CL Position: Q4 2020 in Review

Parcion Private Wealth sold out of Colgate-Palmolive (CL) in Q4 2020, closing a stake of 21,279 shares — an estimated $1.65M sold.

Parcion Private Wealth first reported a position in CL in Q4 2019 and held it in 4 quarters. The position peaked at $1.74M in Q1 2020. 1,650 funds tracked by Wall St. Rank hold CL as of Q4 2020.

  • Parcion Private Wealth reported no remaining Colgate-Palmolive position as of Q4 2020 after selling out during the quarter.
  • Parcion Private Wealth sold 21,279 Colgate-Palmolive shares in Q4 2020, an estimated $1.65M.
  • Parcion Private Wealth first reported a position in Colgate-Palmolive in Q4 2019 and held it in 4 quarters.
  • Parcion Private Wealth's Colgate-Palmolive position peaked at $1.74M in Q1 2020.
  • 1,650 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2020.

Based on Parcion Private Wealth's 13F filing for Q4 2020, filed 11 Feb 2021.