Parnassus Investments
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Parnassus Investments’s Colgate-Palmolive CL Stock Holding History

Parnassus Investments’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
Q2 		– Sell
-3,152
Closed -$237K – 138
2023
Q1 		$237K Buy
3,152
+455
+17% +$33.8K ﹤0.01% 134
2022
Q4 		$212K Buy
+2,697
New +$202K ﹤0.01% 134

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Parnassus Investments's CL Position: Q2 2023 in Review

Parnassus Investments sold out of Colgate-Palmolive (CL) in Q2 2023, closing a stake of 3,152 shares — an estimated $237K sold.

Parnassus Investments first reported a position in CL in Q4 2022 and held it in 2 quarters. The position peaked at $237K in Q1 2023. 1,679 funds tracked by Wall St. Rank hold CL as of Q2 2023.

  • Parnassus Investments reported no remaining Colgate-Palmolive position as of Q2 2023 after selling out during the quarter.
  • Parnassus Investments sold 3,152 Colgate-Palmolive shares in Q2 2023, an estimated $237K.
  • Parnassus Investments first reported a position in Colgate-Palmolive in Q4 2022 and held it in 2 quarters.
  • Parnassus Investments's Colgate-Palmolive position peaked at $237K in Q1 2023.
  • 1,679 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2023.

Based on Parnassus Investments's 13F filing for Q2 2023, filed 31 Jul 2023.