Syverson Strege & Co’s Colgate-Palmolive CL Stock Holding History

Syverson Strege & Co’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	-487	Closed	-$36.6K	–	174
2023 Q1	$36.6K	Buy	487 +4	+0.8%	+$297	0.02%	145
2022 Q4	$38.1K	Buy	483 +3	+0.6%	+$225	0.02%	142
2022 Q3	$34K	Buy	480 +2	+0.4%	+$157	0.02%	137
2022 Q2	$38K	Buy	478 +3	+0.6%	+$235	0.01%	147
2022 Q1	$36K	Buy	475 +3	+0.6%	+$238	0.04%	141
2021 Q4	$40K	Buy	472 +3	+0.6%	+$234	0.03%	147
2021 Q3	$35K	Buy	469 +2	+0.4%	+$159	0.03%	159
2021 Q2	$38K	Buy	467 +3	+0.6%	+$245	0.03%	147
2021 Q1	$37K	Buy	464 +2	+0.4%	+$157	0.04%	135
2020 Q4	$39K	Buy	+462	New	+$38.2K	0.04%	123

Other funds holding CL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Syverson Strege & Co's CL Position: Q2 2023 in Review

Syverson Strege & Co sold out of Colgate-Palmolive (CL) in Q2 2023, closing a stake of 487 shares — an estimated $36.6K sold.

Syverson Strege & Co first reported a position in CL in Q4 2020 and held it in 10 quarters. The position peaked at $40K in Q4 2021. 1,679 funds tracked by Wall St. Rank hold CL as of Q2 2023.

Syverson Strege & Co reported no remaining Colgate-Palmolive position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 487 Colgate-Palmolive shares in Q2 2023, an estimated $36.6K.
Syverson Strege & Co first reported a position in Colgate-Palmolive in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's Colgate-Palmolive position peaked at $40K in Q4 2021.
1,679 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.