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DBIA
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
0.09%
168
2017
Q3
–
Sell
-2,833
Closed
-$210K
–
196
2017
Q2
$210K
Hold
2,833
–
–
0.1%
164
2017
Q1
$207K
Sell
2,833
-418
-13%
-$29.3K
0.1%
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
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1-Year Est. Return
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$2.9T AUM
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1-Year Est. Return
Massachusetts Financial Services
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$298B AUM
21.96%
1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
Bank of New York Mellon
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$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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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