Advisory Research’s Colgate-Palmolive CL Stock Holding History

Advisory Research’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	–	Sell	-277,449	Closed	-$20.4M	–	311
2019 Q3	$20.4M	Sell	277,449 -9,208	-3%	-$668K	0.98%	38
2019 Q2	$20.5M	Sell	286,657 -431	-0.2%	-$30.6K	0.4%	68
2019 Q1	$19.7M	Buy	287,088 +21,108	+8%	+$1.36M	0.38%	71
2018 Q4	$15.8M	Buy	+265,980	New	+$16.6M	0.34%	83
2016 Q3	–	Sell	-5,894	Closed	-$431K	–	259
2016 Q2	$431K	Sell	5,894 -86	-1%	-$6.12K	0.01%	215
2016 Q1	$422K	Sell	5,980 -227	-4%	-$15.1K	0.01%	224
2015 Q4	$414K	Sell	6,207 -1,528	-20%	-$102K	0.01%	244
2015 Q3	$491K	Sell	7,735 -1,262	-14%	-$82.4K	0.01%	251
2015 Q2	$588K	Sell	8,997 -5,989	-40%	-$406K	0.01%	273
2015 Q1	$1.04M	Buy	14,986 +593	+4%	+$41K	0.01%	238
2014 Q4	$996K	Sell	14,393 -593	-4%	-$40K	0.01%	253
2014 Q3	$977K	Buy	14,986 +357	+2%	+$23.5K	0.01%	253
2014 Q2	$997K	Sell	14,629 -3,163	-18%	-$212K	0.01%	251
2014 Q1	$1.15M	Buy	17,792 +3,813	+27%	+$240K	0.01%	225
2013 Q4	$912K	Sell	13,979 -1,163	-8%	-$74.4K	0.01%	247
2013 Q3	$898K	Buy	15,142 +1,138	+8%	+$67.4K	0.01%	245
2013 Q2	$802K	Buy	+14,004	New	+$831K	0.01%	254

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisory Research's CL Position: Q4 2019 in Review

Advisory Research sold out of Colgate-Palmolive (CL) in Q4 2019, closing a stake of 277,449 shares — an estimated $20.4M sold.

Advisory Research first reported a position in CL in Q2 2013 and held it in 17 quarters. The position peaked at $20.5M in Q2 2019. 1,509 funds tracked by Wall St. Rank hold CL as of Q4 2019.

Advisory Research reported no remaining Colgate-Palmolive position as of Q4 2019 after selling out during the quarter.
Advisory Research sold 277,449 Colgate-Palmolive shares in Q4 2019, an estimated $20.4M.
Advisory Research first reported a position in Colgate-Palmolive in Q2 2013 and held it in 17 quarters.
Advisory Research's Colgate-Palmolive position peaked at $20.5M in Q2 2019.
1,509 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2019.

Based on Advisory Research's 13F filing for Q4 2019, filed 11 Feb 2020.