Independence Advisors’s Colgate-Palmolive CL Stock Holding History

Independence 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
2020 Q3	$1M	Hold	12,963	–	–	0.21%	36
2020 Q2	$950K	Buy	12,963 +534	+4%	+$37.9K	0.22%	38
2020 Q1	$825K	Sell	12,429 -55	-0.4%	-$3.88K	0.23%	35
2019 Q4	$859K	Sell	12,484 -45	-0.4%	-$3.07K	0.21%	39
2019 Q3	$921K	Sell	12,529 -388	-3%	-$28.1K	0.22%	35
2019 Q2	$926K	Buy	12,917 +500	+4%	+$35.5K	0.24%	34
2019 Q1	$851K	Buy	12,417 +516	+4%	+$33.3K	0.24%	36
2018 Q4	$708K	Sell	11,901 -37	-0.3%	-$2.31K	0.24%	36
2018 Q3	$799K	Buy	11,938 +37	+0.3%	+$2.46K	0.24%	36
2018 Q2	$771K	Hold	11,901	–	–	0.25%	34
2018 Q1	$853K	Hold	11,901	–	–	0.28%	34
2017 Q4	$898K	Buy	+11,901	New	+$869K	0.3%	31
2017 Q3	–	Sell	-11,901	Closed	-$882K	–	72
2017 Q2	$882K	Hold	11,901	–	–	0.35%	29
2017 Q1	$871K	Hold	11,901	–	–	0.37%	28
2016 Q4	$779K	Hold	11,901	–	–	0.34%	31
2016 Q3	$882K	Buy	+11,901	New	+$880K	0.41%	27

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Independence Advisors's CL Position: Q3 2020 in Review

Independence Advisors held its Colgate-Palmolive (CL) position steady in Q3 2020 at 12,963 shares worth $1M. The position accounts for 0.21% of the portfolio, ranked #36.

Independence Advisors first reported a position in CL in Q3 2016 and has held it in 16 quarters since. 1,530 funds tracked by Wall St. Rank hold CL as of Q3 2020.

Independence Advisors held 12,963 shares of Colgate-Palmolive worth $1M as of Q3 2020.
Independence Advisors left its Colgate-Palmolive share count unchanged in Q3 2020.
Colgate-Palmolive made up 0.21% of Independence Advisors's portfolio in Q3 2020, its #36 holding.
Independence Advisors first reported a position in Colgate-Palmolive in Q3 2016 and has held it in 16 quarters since.
1,530 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.