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Windsor Wealth Management’s Colgate-Palmolive CL Stock Holding History

Windsor Wealth Management’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
2022
Q2 		– Sell
-6,024
Closed -$483K – 169
2022
Q1 		$483K Sell
6,024
-140
-2% -$11.1K 0.09% 151
2021
Q4 		$523K Buy
6,164
+840
+16% +$65.6K 0.1% 150
2021
Q3 		$402K Buy
5,324
+1,116
+27% +$88.6K 0.08% 163
2021
Q2 		$342K Sell
4,208
-700
-14% -$57.2K 0.07% 169
2021
Q1 		$387K Sell
4,908
-16
-0.3% -$1.25K 0.09% 157
2020
Q4 		$421K Buy
4,924
+63
+1% +$5.21K 0.11% 144
2020
Q3 		$383K Buy
4,861
+857
+21% +$65.3K 0.11% 144
2020
Q2 		$293K Buy
4,004
+872
+28% +$61.9K 0.09% 155
2020
Q1 		$208K Sell
3,132
-48
-2% -$3.38K 0.08% 170
2019
Q4 		$219K Sell
3,180
-76
-2% -$5.18K 0.08% 178
2019
Q3 		$230K Sell
3,256
-276
-8% -$20K 0.1% 164
2019
Q2 		$255K Buy
3,532
+174
+5% +$12.4K 0.11% 156
2019
Q1 		$230K Buy
+3,358
New +$217K 0.13% 138
2018
Q3 		– Sell
-4,859
Closed -$315K – 135
2018
Q2 		$315K Sell
4,859
-587
-11% -$38.4K 0.25% 99
2018
Q1 		$390K Sell
5,446
-30
-0.5% -$2.16K 0.33% 85
2017
Q4 		$413K Buy
+5,476
New +$400K 0.36% 72

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Windsor Wealth Management's CL Position: Q2 2022 in Review

Windsor Wealth Management sold out of Colgate-Palmolive (CL) in Q2 2022, closing a stake of 6,024 shares — an estimated $483K sold.

Windsor Wealth Management first reported a position in CL in Q4 2017 and held it in 16 quarters. The position peaked at $523K in Q4 2021. 1,668 funds tracked by Wall St. Rank hold CL as of Q2 2022.

  • Windsor Wealth Management reported no remaining Colgate-Palmolive position as of Q2 2022 after selling out during the quarter.
  • Windsor Wealth Management sold 6,024 Colgate-Palmolive shares in Q2 2022, an estimated $483K.
  • Windsor Wealth Management first reported a position in Colgate-Palmolive in Q4 2017 and held it in 16 quarters.
  • Windsor Wealth Management's Colgate-Palmolive position peaked at $523K in Q4 2021.
  • 1,668 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2022.

Based on Windsor Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.