Industrial Alliance Investment Management’s Colgate-Palmolive CL Stock Holding History

Industrial Alliance Investment Management’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
2023 Q2	–	Sell	-34,320	Closed	-$2.58M	–	227
2023 Q1	$2.58M	Sell	34,320 -4,197	-11%	-$312K	0.07%	200
2022 Q4	$3.04M	Sell	38,517 -2,460	-6%	-$184K	0.08%	194
2022 Q3	$2.88M	Buy	40,977 +3,142	+8%	+$246K	0.08%	189
2022 Q2	$3.03M	Sell	37,835 -4,344	-10%	-$340K	0.09%	189
2022 Q1	$3.2M	Buy	42,179 +669	+2%	+$53K	0.08%	201
2021 Q4	$3.54M	Buy	+41,510	New	+$3.24M	0.08%	194

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Industrial Alliance Investment Management's CL Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Colgate-Palmolive (CL) in Q2 2023, closing a stake of 34,320 shares — an estimated $2.58M sold.

Industrial Alliance Investment Management first reported a position in CL in Q4 2021 and held it in 6 quarters. The position peaked at $3.54M in Q4 2021. 1,680 funds tracked by Wall St. Rank hold CL as of Q2 2023.

Industrial Alliance Investment Management reported no remaining Colgate-Palmolive position as of Q2 2023 after selling out during the quarter.
Industrial Alliance Investment Management sold 34,320 Colgate-Palmolive shares in Q2 2023, an estimated $2.58M.
Industrial Alliance Investment Management first reported a position in Colgate-Palmolive in Q4 2021 and held it in 6 quarters.
Industrial Alliance Investment Management's Colgate-Palmolive position peaked at $3.54M in Q4 2021.
1,680 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.