Karpas Strategies’s Colgate-Palmolive CL Stock Holding History

Karpas Strategies’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 Q1	–	Sell	-10,000	Closed	-$688K	–	117
2019 Q4	$688K	Hold	10,000	–	–	0.26%	68
2019 Q3	$735K	Hold	10,000	–	–	0.3%	63
2019 Q2	$717K	Hold	10,000	–	–	0.3%	65
2019 Q1	$685K	Hold	10,000	–	–	0.29%	66
2018 Q4	$595K	Hold	10,000	–	–	0.28%	67
2018 Q3	$670K	Hold	10,000	–	–	0.28%	65
2018 Q2	$648K	Hold	10,000	–	–	0.28%	66
2018 Q1	$717K	Hold	10,000	–	–	0.31%	64
2017 Q4	$755K	Hold	10,000	–	–	0.32%	60
2017 Q3	$729K	Hold	10,000	–	–	0.32%	59
2017 Q2	$741K	Hold	10,000	–	–	0.33%	56
2017 Q1	$732K	Hold	10,000	–	–	0.33%	57
2016 Q4	$654K	Hold	10,000	–	–	0.31%	61
2016 Q3	$741K	Hold	10,000	–	–	0.36%	56
2016 Q2	$732K	Hold	10,000	–	–	0.37%	57
2016 Q1	$707K	Hold	10,000	–	–	0.37%	57
2015 Q4	$666K	Hold	10,000	–	–	0.35%	57
2015 Q3	$635K	Hold	10,000	–	–	0.35%	57
2015 Q2	$654K	Hold	10,000	–	–	0.33%	57
2015 Q1	$693K	Hold	10,000	–	–	0.34%	58
2014 Q4	$692K	Hold	10,000	–	–	0.33%	58
2014 Q3	$652K	Hold	10,000	–	–	0.33%	62
2014 Q2	$682K	Hold	10,000	–	–	0.34%	61
2014 Q1	$649K	Sell	10,000 -450	-4%	-$28.4K	0.34%	62
2013 Q4	$681K	Hold	10,450	–	–	0.38%	58
2013 Q3	$620K	Hold	10,450	–	–	0.36%	60
2013 Q2	$599K	Buy	+10,450	New	+$620K	0.37%	60

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

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

Karpas Strategies's CL Position: Q1 2020 in Review

Karpas Strategies sold out of Colgate-Palmolive (CL) in Q1 2020, closing a stake of 10,000 shares — an estimated $688K sold.

Karpas Strategies first reported a position in CL in Q2 2013 and held it in 27 quarters. The position peaked at $755K in Q4 2017. 1,494 funds tracked by Wall St. Rank hold CL as of Q1 2020.

Karpas Strategies reported no remaining Colgate-Palmolive position as of Q1 2020 after selling out during the quarter.
Karpas Strategies sold 10,000 Colgate-Palmolive shares in Q1 2020, an estimated $688K.
Karpas Strategies first reported a position in Colgate-Palmolive in Q2 2013 and held it in 27 quarters.
Karpas Strategies's Colgate-Palmolive position peaked at $755K in Q4 2017.
1,494 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2020.

Based on Karpas Strategies's 13F filing for Q1 2020, filed 22 Apr 2020.