FormulaFolio Investments’s Colgate-Palmolive CL Stock Holding History

FormulaFolio Investments’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 Q2	$11K	Hold	131	–	–	﹤0.01%	243
2021 Q1	$11K	Sell	131 -11,995	-99%	-$940K	﹤0.01%	243
2020 Q4	$1.04M	Buy	+12,126	New	+$1M	0.02%	314
2020 Q1	–	Sell	-2,966	Closed	-$204K	–	298
2019 Q4	$204K	Buy	+2,966	New	+$202K	0.01%	351
2019 Q1	–	Sell	-8,965	Closed	-$600K	–	333
2018 Q4	$600K	Hold	8,965	–	–	0.03%	191
2018 Q3	$600K	Sell	8,965 -1,151	-11%	-$76.7K	0.03%	191
2018 Q2	$656K	Buy	10,116 +593	+6%	+$38.8K	0.03%	177
2018 Q1	$683K	Sell	9,523 -92	-1%	-$6.62K	0.04%	148
2017 Q4	$725K	Sell	9,615 -25	-0.3%	-$1.82K	0.05%	135
2017 Q3	$702K	Buy	+9,640	New	+$695K	0.05%	103
2016 Q1	–	Sell	-4,433	Closed	-$295K	–	132
2015 Q4	$295K	Buy	+4,433	New	+$295K	0.07%	78
2015 Q2	–	Sell	-11,078	Closed	-$768K	–	119
2015 Q1	$768K	Buy	+11,078	New	+$766K	0.24%	35

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

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

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

FormulaFolio Investments's CL Position: Q2 2021 in Review

FormulaFolio Investments held its Colgate-Palmolive (CL) position steady in Q2 2021 at 131 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

FormulaFolio Investments first reported a position in CL in Q1 2015 and has held it in 12 quarters since. The position peaked at $1.04M in Q4 2020. 1,634 funds tracked by Wall St. Rank hold CL as of Q2 2021.

FormulaFolio Investments held 131 shares of Colgate-Palmolive worth $11K as of Q2 2021.
FormulaFolio Investments left its Colgate-Palmolive share count unchanged in Q2 2021.
Colgate-Palmolive made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #243 holding.
FormulaFolio Investments first reported a position in Colgate-Palmolive in Q1 2015 and has held it in 12 quarters since.
FormulaFolio Investments's Colgate-Palmolive position peaked at $1.04M in Q4 2020.
1,634 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.