Kaizen Advisory’s Colgate-Palmolive CL Stock Holding History

Kaizen Advisory’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
2018 Q4	$144K	Buy	2,411 +432	+22%	+$27K	0.1%	182
2018 Q3	$132K	Hold	1,979	–	–	0.07%	199
2018 Q2	$128K	Buy	1,979 +1,136	+135%	+$74.3K	0.07%	199
2018 Q1	$60K	Hold	843	–	–	0.06%	173
2017 Q4	$64K	Buy	+843	New	+$61.6K	0.04%	170

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

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

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

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

Kaizen Advisory's CL Position: Q4 2018 in Review

Kaizen Advisory increased its Colgate-Palmolive (CL) stake by 22% in Q4 2018, buying an estimated $27K and bringing the position to 2,411 shares worth $144K. The position accounts for 0.1% of the portfolio, ranked #182.

Kaizen Advisory first reported a position in CL in Q4 2017 and has held it in 5 quarters since. 1,426 funds tracked by Wall St. Rank hold CL as of Q4 2018.

Kaizen Advisory held 2,411 shares of Colgate-Palmolive worth $144K as of Q4 2018.
Kaizen Advisory bought 432 Colgate-Palmolive shares in Q4 2018, an estimated $27K.
Colgate-Palmolive made up 0.1% of Kaizen Advisory's portfolio in Q4 2018, its #182 holding.
Kaizen Advisory first reported a position in Colgate-Palmolive in Q4 2017 and has held it in 5 quarters since.
1,426 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.