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Advisor Group’s Colgate-Palmolive CL Stock Holding History

Advisor Group’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
2019
Q4 		$6.42M Buy
93,232
+9,474
+11% +$646K 0.04% 340
2019
Q3 		$6.16M Buy
83,758
+1,975
+2% +$143K 0.05% 349
2019
Q2 		$5.86M Buy
81,783
+943
+1% +$66.9K 0.05% 340
2019
Q1 		$5.54M Buy
80,840
+657
+0.8% +$42.4K 0.05% 349
2018
Q4 		$4.77M Buy
80,183
+7,395
+10% +$463K 0.05% 322
2018
Q3 		$4.87M Buy
72,788
+5,032
+7% +$335K 0.05% 332
2018
Q2 		$4.39M Sell
67,756
-278
-0.4% -$18.2K 0.06% 283
2018
Q1 		$4.88M Sell
68,034
-9,318
-12% -$671K 0.07% 255
2017
Q4 		$5.84M Buy
77,352
+15,212
+24% +$1.11M 0.08% 227
2017
Q3 		$4.53M Buy
62,140
+3,848
+7% +$277K 0.07% 252
2017
Q2 		$4.32M Buy
58,292
+8,626
+17% +$640K 0.08% 249
2017
Q1 		$3.64M Buy
49,666
+5,472
+12% +$383K 0.07% 278
2016
Q4 		$2.89M Sell
44,194
-376
-0.8% -$25.8K 0.07% 307
2016
Q3 		$3.31M Sell
44,570
-375
-0.8% -$27.7K 0.08% 275
2016
Q2 		$3.29M Buy
+44,945
New +$3.2M 0.09% 255

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advisor Group's CL Position: Q4 2019 in Review

Advisor Group increased its Colgate-Palmolive (CL) stake by 11% in Q4 2019, buying an estimated $646K and bringing the position to 93,232 shares worth $6.42M. The position accounts for 0.04% of the portfolio, ranked #340.

Advisor Group first reported a position in CL in Q2 2016 and has held it in 15 quarters since. 1,510 funds tracked by Wall St. Rank hold CL as of Q4 2019.

  • Advisor Group held 93,232 shares of Colgate-Palmolive worth $6.42M as of Q4 2019.
  • Advisor Group bought 9,474 Colgate-Palmolive shares in Q4 2019, an estimated $646K.
  • Colgate-Palmolive made up 0.04% of Advisor Group's portfolio in Q4 2019, its #340 holding.
  • Advisor Group first reported a position in Colgate-Palmolive in Q2 2016 and has held it in 15 quarters since.
  • 1,510 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.