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Sage Financial Management Group’s Colgate-Palmolive CL Stock Holding History

Sage Financial Management Group’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
Q2 		– Sell
-1,140
Closed -$90K – 35
2021
Q1 		$90K Buy
+1,140
New +$89.4K 0.07% 45

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sage Financial Management Group's CL Position: Q2 2021 in Review

Sage Financial Management Group sold out of Colgate-Palmolive (CL) in Q2 2021, closing a stake of 1,140 shares — an estimated $90K sold.

Sage Financial Management Group first reported a position in CL in Q1 2021 and held it in 1 quarter. The position peaked at $90K in Q1 2021. 1,635 funds tracked by Wall St. Rank hold CL as of Q2 2021.

  • Sage Financial Management Group reported no remaining Colgate-Palmolive position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 1,140 Colgate-Palmolive shares in Q2 2021, an estimated $90K.
  • Sage Financial Management Group first reported a position in Colgate-Palmolive in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's Colgate-Palmolive position peaked at $90K in Q1 2021.
  • 1,635 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.