YorkBridge Wealth Partners’s Colgate-Palmolive CL Stock Holding History

YorkBridge Wealth Partners’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 Q4	$377K	Hold	4,779	–	–	0.1%	151
2022 Q3	$336K	Hold	4,779	–	–	0.09%	172
2022 Q2	$383K	Hold	4,779	–	–	0.1%	154
2022 Q1	$362K	Sell	4,779 -63	-1%	-$4.99K	0.08%	196
2021 Q4	$413K	Hold	4,842	–	–	0.09%	181
2021 Q3	$366K	Hold	4,842	–	–	0.09%	186
2021 Q2	$394K	Buy	4,842 +170	+4%	+$13.9K	0.1%	154
2021 Q1	$368K	Hold	4,672	–	–	0.11%	156
2020 Q4	$400K	Hold	4,672	–	–	0.13%	124
2020 Q3	$360K	Hold	4,672	–	–	0.15%	117
2020 Q2	$342K	Hold	4,672	–	–	0.16%	117
2020 Q1	$310K	Sell	4,672 -47	-1%	-$3.31K	0.19%	113
2019 Q4	$325K	Buy	4,719 +22	+0.5%	+$1.5K	0.15%	135
2019 Q3	$345K	Hold	4,697	–	–	0.17%	122
2019 Q2	$337K	Hold	4,697	–	–	0.15%	127
2019 Q1	$322K	Hold	4,697	–	–	0.15%	127
2018 Q4	$280K	Hold	4,697	–	–	0.15%	130
2018 Q3	$315K	Hold	4,697	–	–	0.14%	133
2018 Q2	$304K	Hold	4,697	–	–	0.13%	142
2018 Q1	$333K	Sell	4,697 -82	-2%	-$5.9K	0.15%	131
2017 Q4	$334K	Sell	4,779 -240	-5%	-$17.5K	0.16%	130
2017 Q3	$366K	Hold	5,019	–	–	0.19%	112
2017 Q2	$371K	Hold	5,019	–	–	0.2%	110
2017 Q1	$355K	Hold	5,019	–	–	0.19%	111
2016 Q4	$334K	Buy	+5,019	New	+$344K	0.2%	109

Other funds holding CL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

YorkBridge Wealth Partners's CL Position: Q4 2022 in Review

YorkBridge Wealth Partners held its Colgate-Palmolive (CL) position steady in Q4 2022 at 4,779 shares worth $377K. The position accounts for 0.1% of the portfolio, ranked #151.

YorkBridge Wealth Partners first reported a position in CL in Q4 2016 and has held it in 25 quarters since. The position peaked at $413K in Q4 2021. 1,698 funds tracked by Wall St. Rank hold CL as of Q4 2022.

YorkBridge Wealth Partners held 4,779 shares of Colgate-Palmolive worth $377K as of Q4 2022.
YorkBridge Wealth Partners left its Colgate-Palmolive share count unchanged in Q4 2022.
Colgate-Palmolive made up 0.1% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #151 holding.
YorkBridge Wealth Partners first reported a position in Colgate-Palmolive in Q4 2016 and has held it in 25 quarters since.
YorkBridge Wealth Partners's Colgate-Palmolive position peaked at $413K in Q4 2021.
1,698 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.