Cascadia Advisory Services’s Colgate-Palmolive CL Stock Holding History

Cascadia Advisory Services’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	$2.64M	Buy	34,932 +4,980	+17%	+$395K	0.54%	67
2021 Q2	$2.44M	Buy	29,952 +2,660	+10%	+$217K	0.53%	67
2021 Q1	$2.15M	Buy	+27,292	New	+$2.14M	0.48%	70
2020 Q3	$1.5M	Buy	+19,431	New	+$1.48M	0.42%	70

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

Cascadia Advisory Services's CL Position: Q3 2021 in Review

Cascadia Advisory Services increased its Colgate-Palmolive (CL) stake by 17% in Q3 2021, buying an estimated $395K and bringing the position to 34,932 shares worth $2.64M. The position accounts for 0.54% of the portfolio, ranked #67.

Cascadia Advisory Services first reported a position in CL in Q3 2020 and has held it in 4 quarters since. 1,584 funds tracked by Wall St. Rank hold CL as of Q3 2021.

Cascadia Advisory Services held 34,932 shares of Colgate-Palmolive worth $2.64M as of Q3 2021.
Cascadia Advisory Services bought 4,980 Colgate-Palmolive shares in Q3 2021, an estimated $395K.
Colgate-Palmolive made up 0.54% of Cascadia Advisory Services's portfolio in Q3 2021, its #67 holding.
Cascadia Advisory Services first reported a position in Colgate-Palmolive in Q3 2020 and has held it in 4 quarters since.
1,584 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.