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Berman Capital Advisors’s Colgate-Palmolive CL Stock Holding History

Berman Capital Advisors’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
Q3 		$205K Buy
2,731
+603
+28% +$47.9K 0.03% 259
2021
Q2 		$172K Buy
2,128
+280
+15% +$22.9K 0.03% 263
2021
Q1 		$144K Buy
1,848
+451
+32% +$35.4K 0.03% 233
2020
Q4 		$119K Buy
1,397
+29
+2% +$2.4K 0.03% 225
2020
Q3 		$105K Sell
1,368
-872
-39% -$66.5K 0.03% 223
2020
Q2 		$162K Buy
2,240
+149
+7% +$10.6K 0.04% 165
2020
Q1 		$137K Buy
2,091
+435
+26% +$30.7K 0.04% 155
2019
Q4 		$113K Sell
1,656
-38
-2% -$2.59K 0.03% 210
2019
Q3 		$123K Buy
1,694
+21
+1% +$1.52K 0.04% 186
2019
Q2 		$119K Buy
1,673
+264
+19% +$18.7K 0.04% 187
2019
Q1 		$95K Buy
1,409
+54
+4% +$3.49K 0.03% 199
2018
Q4 		$79K Buy
+1,355
New +$84.8K 0.03% 203

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berman Capital Advisors's CL Position: Q3 2021 in Review

Berman Capital Advisors increased its Colgate-Palmolive (CL) stake by 28% in Q3 2021, buying an estimated $47.9K and bringing the position to 2,731 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #259.

Berman Capital Advisors first reported a position in CL in Q4 2018 and has held it in 12 quarters since. 1,584 funds tracked by Wall St. Rank hold CL as of Q3 2021.

  • Berman Capital Advisors held 2,731 shares of Colgate-Palmolive worth $205K as of Q3 2021.
  • Berman Capital Advisors bought 603 Colgate-Palmolive shares in Q3 2021, an estimated $47.9K.
  • Colgate-Palmolive made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #259 holding.
  • Berman Capital Advisors first reported a position in Colgate-Palmolive in Q4 2018 and has held it in 12 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.