1776 Wealth’s Colgate-Palmolive CL Stock Holding History

1776 Wealth’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
2020 Q2	–	Sell	-894	Closed	-$60K	–	332
2020 Q1	$60K	Buy	894 +258	+41%	+$18.2K	0.03%	208
2019 Q4	$43K	Buy	+636	New	+$43.4K	0.04%	194

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

1776 Wealth's CL Position: Q2 2020 in Review

1776 Wealth sold out of Colgate-Palmolive (CL) in Q2 2020, closing a stake of 894 shares — an estimated $60K sold.

1776 Wealth first reported a position in CL in Q4 2019 and held it in 2 quarters. The position peaked at $60K in Q1 2020. 1,516 funds tracked by Wall St. Rank hold CL as of Q2 2020.

1776 Wealth reported no remaining Colgate-Palmolive position as of Q2 2020 after selling out during the quarter.
1776 Wealth sold 894 Colgate-Palmolive shares in Q2 2020, an estimated $60K.
1776 Wealth first reported a position in Colgate-Palmolive in Q4 2019 and held it in 2 quarters.
1776 Wealth's Colgate-Palmolive position peaked at $60K in Q1 2020.
1,516 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2020.

Based on 1776 Wealth's 13F filing for Q2 2020, filed 4 Aug 2020.