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Cascade Investment Advisors’s Colgate-Palmolive CL Stock Holding History

Cascade Investment 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
2023
Q2 		– Sell
-1,200
Closed -$90.2K – 124
2023
Q1 		$90.2K Buy
+1,200
New +$89.2K 0.07% 120
2022
Q3 		– Sell
-1,200
Closed -$96.2K – 120
2022
Q2 		$96.2K Hold
1,200
– – 0.08% 124
2022
Q1 		$91K Hold
1,200
– – 0.06% 139
2021
Q4 		$102K Hold
1,200
– – 0.06% 136
2021
Q3 		$90.7K Hold
1,200
– – 0.06% 134
2021
Q2 		$97.6K Hold
1,200
– – 0.06% 130
2021
Q1 		$94.6K Hold
1,200
– – 0.06% 131
2020
Q4 		$103K Hold
1,200
– – 0.08% 129
2020
Q3 		$92.6K Hold
1,200
– – 0.08% 125
2020
Q2 		$87.9K Hold
1,200
– – 0.08% 121
2020
Q1 		$79.6K Hold
1,200
– – 0.09% 116
2019
Q4 		$82.6K Sell
1,200
-200
-14% -$13.6K 0.06% 130
2019
Q3 		$103K Buy
1,400
+200
+17% +$14.5K 0.08% 117
2019
Q2 		$86K Hold
1,200
– – 0.07% 121
2019
Q1 		$82.2K Hold
1,200
– – 0.07% 118
2018
Q4 		$71.4K Hold
1,200
– – 0.07% 118
2018
Q3 		$80.3K Hold
1,200
– – 0.07% 116
2018
Q2 		$77.8K Sell
1,200
-200
-14% -$13.1K 0.07% 115
2018
Q1 		$100K Buy
1,400
+200
+17% +$14.4K 0.08% 109
2017
Q4 		$90.5K Hold
1,200
– – 0.07% 113
2017
Q3 		$87.4K Hold
1,200
– – 0.07% 108
2017
Q2 		$89K Hold
1,200
– – 0.08% 108
2017
Q1 		$87.8K Sell
1,200
-200
-14% -$14K 0.08% 101
2016
Q4 		$91.6K Buy
+1,400
New +$96K 0.08% 99
2016
Q2 		$87.8K Buy
+1,200
New +$85.4K 0.08% 92

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cascade Investment Advisors's CL Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Colgate-Palmolive (CL) in Q2 2023, closing a stake of 1,200 shares — an estimated $90.2K sold.

Cascade Investment Advisors first reported a position in CL in Q2 2016 and held it in 25 quarters. The position peaked at $103K in Q3 2019. 1,679 funds tracked by Wall St. Rank hold CL as of Q2 2023.

  • Cascade Investment Advisors reported no remaining Colgate-Palmolive position as of Q2 2023 after selling out during the quarter.
  • Cascade Investment Advisors sold 1,200 Colgate-Palmolive shares in Q2 2023, an estimated $90.2K.
  • Cascade Investment Advisors first reported a position in Colgate-Palmolive in Q2 2016 and held it in 25 quarters.
  • Cascade Investment Advisors's Colgate-Palmolive position peaked at $103K in Q3 2019.
  • 1,679 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.