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Dumont & Blake Investment Advisors’s Colgate-Palmolive CL Stock Holding History

Dumont & Blake 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
2021
Q3 		– Sell
-2,717
Closed -$221K – 206
2021
Q2 		$221K Sell
2,717
-13
-0.5% -$1.06K 0.06% 193
2021
Q1 		$215K Hold
2,730
– – 0.07% 187
2020
Q4 		$233K Buy
2,730
+4
+0.1% +$331 0.08% 174
2020
Q3 		$210K Buy
+2,726
New +$208K 0.08% 167
2018
Q1 		– Sell
-2,712
Closed -$205K – 195
2017
Q4 		$205K Buy
+2,712
New +$198K 0.08% 168
2017
Q3 		– Sell
-2,833
Closed -$210K – 196
2017
Q2 		$210K Hold
2,833
– – 0.09% 164
2017
Q1 		$207K Sell
2,833
-418
-13% -$29.3K 0.09% 158
2016
Q4 		$213K Sell
3,251
-100
-3% -$6.86K 0.1% 157
2016
Q3 		$248K Buy
3,351
+129
+4% +$9.54K 0.12% 146
2016
Q2 		$236K Hold
3,222
– – 0.12% 146
2016
Q1 		$228K Hold
3,222
– – 0.12% 140
2015
Q4 		$215K Hold
3,222
– – 0.11% 146
2015
Q3 		$204K Hold
3,222
– – 0.11% 140
2015
Q2 		$211K Hold
3,222
– – 0.1% 137
2015
Q1 		$223K Hold
3,222
– – 0.11% 135
2014
Q4 		$223K Sell
3,222
-167
-5% -$11.3K 0.11% 133
2014
Q3 		$221K Buy
3,389
+73
+2% +$4.82K 0.11% 136
2014
Q2 		$226K Hold
3,316
– – 0.11% 140
2014
Q1 		$215K Buy
3,316
+2
+0.1% +$126 0.11% 136
2013
Q4 		$216K Buy
+3,314
New +$212K 0.11% 135

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dumont & Blake Investment Advisors's CL Position: Q3 2021 in Review

Dumont & Blake Investment Advisors sold out of Colgate-Palmolive (CL) in Q3 2021, closing a stake of 2,717 shares — an estimated $221K sold.

Dumont & Blake Investment Advisors first reported a position in CL in Q4 2013 and held it in 20 quarters. The position peaked at $248K in Q3 2016. 1,586 funds tracked by Wall St. Rank hold CL as of Q3 2021.

  • Dumont & Blake Investment Advisors reported no remaining Colgate-Palmolive position as of Q3 2021 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 2,717 Colgate-Palmolive shares in Q3 2021, an estimated $221K.
  • Dumont & Blake Investment Advisors first reported a position in Colgate-Palmolive in Q4 2013 and held it in 20 quarters.
  • Dumont & Blake Investment Advisors's Colgate-Palmolive position peaked at $248K in Q3 2016.
  • 1,586 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2021.

Based on Dumont & Blake Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.