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Symphony Financial’s Colgate-Palmolive CL Stock Holding History

Symphony 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
Q4 		– Sell
-4,970
Closed -$352K – 198
2023
Q3 		$352K Sell
4,970
-223
-4% -$16.7K 0.09% 120
2023
Q2 		$398K Sell
5,193
-1,089
-17% -$84.3K 0.1% 134
2023
Q1 		$473K Buy
6,282
+1,114
+22% +$82.8K 0.12% 145
2022
Q4 		$412K Sell
5,168
-14,575
-74% -$1.09M 0.11% 153
2022
Q3 		$1.42M Buy
19,743
+797
+4% +$62.5K 0.46% 53
2022
Q2 		$1.51M Sell
18,946
-374
-2% -$29.2K 0.45% 47
2022
Q1 		$1.55M Buy
19,320
+6,816
+55% +$540K 0.37% 57
2021
Q4 		$1.06M Sell
12,504
-10,288
-45% -$803K 0.29% 68
2021
Q3 		$1.76M Sell
22,792
-267
-1% -$21.2K 0.61% 38
2021
Q2 		$1.87M Sell
23,059
-347
-1% -$28.4K 0.64% 37
2021
Q1 		$1.87M Buy
+23,406
New +$1.83M 0.49% 40

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Symphony Financial's CL Position: Q4 2023 in Review

Symphony Financial sold out of Colgate-Palmolive (CL) in Q4 2023, closing a stake of 4,970 shares — an estimated $352K sold.

Symphony Financial first reported a position in CL in Q1 2021 and held it in 11 quarters. The position peaked at $1.87M in Q2 2021. 1,740 funds tracked by Wall St. Rank hold CL as of Q4 2023.

  • Symphony Financial reported no remaining Colgate-Palmolive position as of Q4 2023 after selling out during the quarter.
  • Symphony Financial sold 4,970 Colgate-Palmolive shares in Q4 2023, an estimated $352K.
  • Symphony Financial first reported a position in Colgate-Palmolive in Q1 2021 and held it in 11 quarters.
  • Symphony Financial's Colgate-Palmolive position peaked at $1.87M in Q2 2021.
  • 1,740 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2023.

Based on Symphony Financial's 13F filing for Q4 2023, filed 18 Jan 2024.