CSat Investment Advisory’s Colgate-Palmolive CL Stock Holding History

CSat Investment Advisory’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	$13K	Buy	170 +77	+83%	+$6.04K	0.01%	422
2020 Q4	$8K	Sell	93 -4,384	-98%	-$363K	0.01%	445
2020 Q3	$345K	Sell	4,477 -7,936	-64%	-$605K	0.03%	205
2020 Q2	$909K	Sell	12,413 -5,669	-31%	-$403K	0.11%	95
2020 Q1	$1.2M	Buy	18,082 +3,124	+21%	+$220K	0.26%	50
2019 Q4	$1.03M	Buy	14,958 +9,603	+179%	+$655K	0.27%	68
2019 Q3	$394K	Buy	5,355 +263	+5%	+$19.1K	0.12%	155
2019 Q2	$365K	Buy	5,092 +1,683	+49%	+$119K	0.13%	124
2019 Q1	$234K	Buy	3,409 +1,435	+73%	+$92.7K	0.12%	113
2018 Q4	$117K	Buy	1,974 +232	+13%	+$14.5K	0.07%	131
2018 Q3	$117K	Buy	1,742 +24	+1%	+$1.6K	0.07%	130
2018 Q2	$111K	Buy	+1,718	New	+$112K	0.06%	146
2014 Q4	–	Sell	-154,062	Closed	-$10M	–	21
2014 Q3	$10M	Buy	154,062 +16,239	+12%	+$1.07M	4.2%	14
2014 Q2	$9.4M	Buy	137,823 +31,377	+29%	+$2.1M	4.68%	7
2014 Q1	$6.91M	Sell	106,446 -46,160	-30%	-$2.91M	3.53%	15
2013 Q4	$9.95M	Buy	+152,606	New	+$9.77M	3.93%	10

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CSat Investment Advisory's CL Position: Q1 2021 in Review

CSat Investment Advisory increased its Colgate-Palmolive (CL) stake by 83% in Q1 2021, buying an estimated $6.04K and bringing the position to 170 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #422.

CSat Investment Advisory first reported a position in CL in Q4 2013 and has held it in 16 quarters since. The position peaked at $10M in Q3 2014. 1,608 funds tracked by Wall St. Rank hold CL as of Q1 2021.

CSat Investment Advisory held 170 shares of Colgate-Palmolive worth $13K as of Q1 2021.
CSat Investment Advisory bought 77 Colgate-Palmolive shares in Q1 2021, an estimated $6.04K.
Colgate-Palmolive made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #422 holding.
CSat Investment Advisory first reported a position in Colgate-Palmolive in Q4 2013 and has held it in 16 quarters since.
CSat Investment Advisory's Colgate-Palmolive position peaked at $10M in Q3 2014.
1,608 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.