Pointe Capital Management’s Colgate-Palmolive CL Stock Holding History

Pointe Capital Management’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	-86	Closed	-$6.46K	–	200
2023 Q1	$6.46K	Buy	+86	New	+$6.39K	﹤0.01%	339
2018 Q3	–	Sell	-4,135	Closed	-$268K	–	156
2018 Q2	$268K	Sell	4,135 -750	-15%	-$49.1K	0.23%	125
2018 Q1	$350K	Hold	4,885	–	–	0.3%	103
2017 Q4	$369K	Sell	4,885 -90	-2%	-$6.57K	0.3%	104
2017 Q3	$362K	Sell	4,975 -69	-1%	-$4.97K	0.27%	106
2017 Q2	$374K	Sell	5,044 -741	-13%	-$55K	0.27%	105
2017 Q1	$423K	Sell	5,785 -3,342	-37%	-$234K	0.32%	93
2016 Q4	$597K	Buy	9,127 +2,287	+33%	+$157K	0.34%	62
2016 Q3	$507K	Sell	6,840 -40	-0.6%	-$2.96K	0.37%	83
2016 Q2	$504K	Sell	6,880 -390	-5%	-$27.8K	0.37%	80
2016 Q1	$514K	Sell	7,270 -100	-1%	-$6.65K	0.41%	78
2015 Q4	$491K	Buy	7,370 +750	+11%	+$49.9K	0.36%	86
2015 Q3	$420K	Hold	6,620	–	–	0.26%	102
2015 Q2	$433K	Buy	6,620 +1,850	+39%	+$125K	0.19%	110
2015 Q1	$331K	Buy	+4,770	New	+$330K	0.15%	116

Other funds holding CL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pointe Capital Management's CL Position: Q2 2023 in Review

Pointe Capital Management sold out of Colgate-Palmolive (CL) in Q2 2023, closing a stake of 86 shares — an estimated $6.46K sold.

Pointe Capital Management first reported a position in CL in Q1 2015 and held it in 15 quarters. The position peaked at $597K in Q4 2016. 1,679 funds tracked by Wall St. Rank hold CL as of Q2 2023.

Pointe Capital Management reported no remaining Colgate-Palmolive position as of Q2 2023 after selling out during the quarter.
Pointe Capital Management sold 86 Colgate-Palmolive shares in Q2 2023, an estimated $6.46K.
Pointe Capital Management first reported a position in Colgate-Palmolive in Q1 2015 and held it in 15 quarters.
Pointe Capital Management's Colgate-Palmolive position peaked at $597K in Q4 2016.
1,679 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2023.

Based on Pointe Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.