Barton Investment Management’s Colgate-Palmolive CL Stock Holding History

Barton Investment 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
2021 Q1	–	Sell	-3,880	Closed	-$332K	–	40
2020 Q4	$332K	Sell	3,880 -120	-3%	-$9.92K	0.03%	37
2020 Q3	$308K	Hold	4,000	–	–	0.03%	38
2020 Q2	$293K	Hold	4,000	–	–	0.03%	37
2020 Q1	$265K	Hold	4,000	–	–	0.04%	38
2019 Q4	$275K	Hold	4,000	–	–	0.04%	39
2019 Q3	$294K	Hold	4,000	–	–	0.05%	38
2019 Q2	$287K	Hold	4,000	–	–	0.04%	39
2019 Q1	$274K	Hold	4,000	–	–	0.05%	40
2018 Q4	$238K	Hold	4,000	–	–	0.05%	41
2018 Q3	$267K	Hold	4,000	–	–	0.04%	40
2018 Q2	$259K	Hold	4,000	–	–	0.04%	40
2018 Q1	$287K	Hold	4,000	–	–	0.05%	40
2017 Q4	$302K	Hold	4,000	–	–	0.07%	39
2017 Q3	$291K	Hold	4,000	–	–	0.07%	39
2017 Q2	$297K	Hold	4,000	–	–	0.08%	37
2017 Q1	$292K	Hold	4,000	–	–	0.08%	40
2016 Q4	$261K	Hold	4,000	–	–	0.09%	40
2016 Q3	$296K	Hold	4,000	–	–	0.1%	38
2016 Q2	$292K	Hold	4,000	–	–	0.11%	40
2016 Q1	$282K	Hold	4,000	–	–	0.08%	48
2015 Q4	$266K	Hold	4,000	–	–	0.09%	42
2015 Q3	$253K	Hold	4,000	–	–	0.09%	44
2015 Q2	$262K	Hold	4,000	–	–	0.09%	42
2015 Q1	$277K	Hold	4,000	–	–	0.1%	41
2014 Q4	$277K	Hold	4,000	–	–	0.11%	40
2014 Q3	$261K	Hold	4,000	–	–	0.1%	41
2014 Q2	$273K	Hold	4,000	–	–	0.11%	42
2014 Q1	$259K	Hold	4,000	–	–	0.11%	43
2013 Q4	$261K	Hold	4,000	–	–	0.1%	45
2013 Q3	$237K	Hold	4,000	–	–	0.11%	46
2013 Q2	$229K	Buy	+4,000	New	+$237K	0.12%	48

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barton Investment Management's CL Position: Q1 2021 in Review

Barton Investment Management sold out of Colgate-Palmolive (CL) in Q1 2021, closing a stake of 3,880 shares — an estimated $332K sold.

Barton Investment Management first reported a position in CL in Q2 2013 and held it in 31 quarters. The position peaked at $332K in Q4 2020. 1,608 funds tracked by Wall St. Rank hold CL as of Q1 2021.

Barton Investment Management reported no remaining Colgate-Palmolive position as of Q1 2021 after selling out during the quarter.
Barton Investment Management sold 3,880 Colgate-Palmolive shares in Q1 2021, an estimated $332K.
Barton Investment Management first reported a position in Colgate-Palmolive in Q2 2013 and held it in 31 quarters.
Barton Investment Management's Colgate-Palmolive position peaked at $332K in Q4 2020.
1,608 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2021.

Based on Barton Investment Management's 13F filing for Q1 2021, filed 16 Apr 2021.