SLF
CL icon

Sun Life Financial’s Colgate-Palmolive CL Stock Holding History

Sun Life Financial’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
-2,989
Closed -$224K – 39
2023
Q1 		$224K Sell
2,989
-185
-6% -$13.8K 0.02% 65
2022
Q4 		$251K Sell
3,174
-581
-15% -$43.6K 0.02% 62
2022
Q3 		$264K Sell
3,755
-1,999
-35% -$157K 0.02% 62
2022
Q2 		$462K Sell
5,754
-1,210
-17% -$94.6K 0.03% 58
2022
Q1 		$527K Sell
6,964
-233
-3% -$18.5K 0.02% 64
2021
Q4 		$613K Buy
7,197
+392
+6% +$30.6K 0.02% 66
2021
Q3 		$514K Buy
6,805
+1,598
+31% +$127K 0.03% 64
2021
Q2 		$424K Sell
5,207
-665
-11% -$54.4K 0.02% 63
2021
Q1 		$462K Sell
5,872
-69
-1% -$5.41K 0.04% 67
2020
Q4 		$508K Sell
5,941
-600
-9% -$49.6K 0.07% 56
2020
Q3 		$504K Sell
6,541
-839
-11% -$64K 0.08% 84
2020
Q2 		$542K Sell
7,380
-231
-3% -$16.4K 0.11% 73
2020
Q1 		$506K Buy
7,611
+289
+4% +$20.4K 0.13% 54
2019
Q4 		$504K Sell
7,322
-73
-1% -$4.98K 0.13% 87
2019
Q3 		$542K Sell
7,395
-633
-8% -$45.9K 0.14% 90
2019
Q2 		$574K Sell
8,028
-1,743
-18% -$124K 0.14% 76
2019
Q1 		$670K Sell
9,771
-1,536
-14% -$99.2K 0.15% 86
2018
Q4 		$674K Buy
11,307
+5
+0% +$313 0.14% 88
2018
Q3 		$756K Buy
11,302
+25
+0.2% +$1.67K 0.14% 98
2018
Q2 		$731K Buy
11,277
+10,421
+1,217% +$682K 0.1% 98
2018
Q1 		$12K Sell
856
-8,845
-91% -$637K 0.11% 92
2017
Q4 		$732K Sell
9,701
-4,570
-32% -$334K 0.08% 100
2017
Q3 		$1.04M Sell
14,271
-1,010
-7% -$72.8K 0.1% 76
2017
Q2 		$1.14M Buy
15,281
+15,246
+43,560% +$1.13M 0.12% 69
2017
Q1 		$476 Buy
+35
New +$2.45K ﹤0.01% 177

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Sun Life Financial's CL Position: Q2 2023 in Review

Sun Life Financial sold out of Colgate-Palmolive (CL) in Q2 2023, closing a stake of 2,989 shares — an estimated $224K sold.

Sun Life Financial first reported a position in CL in Q1 2017 and held it in 25 quarters. The position peaked at $1.14M in Q2 2017. 1,679 funds tracked by Wall St. Rank hold CL as of Q2 2023.

  • Sun Life Financial reported no remaining Colgate-Palmolive position as of Q2 2023 after selling out during the quarter.
  • Sun Life Financial sold 2,989 Colgate-Palmolive shares in Q2 2023, an estimated $224K.
  • Sun Life Financial first reported a position in Colgate-Palmolive in Q1 2017 and held it in 25 quarters.
  • Sun Life Financial's Colgate-Palmolive position peaked at $1.14M in Q2 2017.
  • 1,679 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2023.

Based on Sun Life Financial's 13F filing for Q2 2023, filed 11 Aug 2023.