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Professional Planning’s Colgate-Palmolive CL Stock Holding History

Professional Planning’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
2021
Q1 		– Sell
-3,138
Closed -$268K – 124
2020
Q4 		$268K Buy
+3,138
New +$259K 0.11% 111
2020
Q3 		– Sell
-2,985
Closed -$219K – 47
2020
Q2 		$219K Buy
+2,985
New +$212K 0.12% 104

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Professional Planning's CL Position: Q1 2021 in Review

Professional Planning sold out of Colgate-Palmolive (CL) in Q1 2021, closing a stake of 3,138 shares — an estimated $268K sold.

Professional Planning first reported a position in CL in Q2 2020 and held it in 2 quarters. The position peaked at $268K in Q4 2020. 1,607 funds tracked by Wall St. Rank hold CL as of Q1 2021.

  • Professional Planning reported no remaining Colgate-Palmolive position as of Q1 2021 after selling out during the quarter.
  • Professional Planning sold 3,138 Colgate-Palmolive shares in Q1 2021, an estimated $268K.
  • Professional Planning first reported a position in Colgate-Palmolive in Q2 2020 and held it in 2 quarters.
  • Professional Planning's Colgate-Palmolive position peaked at $268K in Q4 2020.
  • 1,607 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2021.

Based on Professional Planning's 13F filing for Q1 2021, filed 14 May 2021.