Mar Vista Investment Partners’s Colgate-Palmolive CL Stock Holding History

Mar Vista Investment Partners’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	–	Sell	-10,081	Closed	-$675K	–	52
2018 Q3	$675K	Hold	10,081	–	–	0.02%	41
2018 Q2	$653K	Hold	10,081	–	–	0.03%	40
2018 Q1	$723K	Hold	10,081	–	–	0.03%	39
2017 Q4	$761K	Buy	10,081 +695	+7%	+$50.7K	0.03%	42
2017 Q3	$684K	Hold	9,386	–	–	0.03%	40
2017 Q2	$696K	Hold	9,386	–	–	0.03%	38
2017 Q1	$687K	Hold	9,386	–	–	0.03%	36
2016 Q4	$614K	Sell	9,386 -1,795	-16%	-$123K	0.02%	36
2016 Q3	$829K	Sell	11,181 -3,999	-26%	-$296K	0.03%	35
2016 Q2	$1.11M	Hold	15,180	–	–	0.07%	32
2016 Q1	$1.07M	Hold	15,180	–	–	0.07%	33
2015 Q4	$1.01M	Hold	15,180	–	–	0.06%	35
2015 Q3	$963K	Buy	15,180 +3,379	+29%	+$221K	0.06%	34
2015 Q2	$772K	Hold	11,801	–	–	0.04%	37
2015 Q1	$818K	Hold	11,801	–	–	0.05%	38
2014 Q4	$817K	Buy	11,801 +2,211	+23%	+$149K	0.05%	40
2014 Q3	$625K	Sell	9,590 -4,636	-33%	-$306K	0.04%	43
2014 Q2	$970K	Hold	14,226	–	–	0.06%	41
2014 Q1	$923K	Buy	14,226 +7,528	+112%	+$474K	0.05%	41
2013 Q4	$437K	Sell	6,698 -8,116	-55%	-$519K	0.03%	43
2013 Q3	$878K	Hold	14,814	–	–	0.06%	39
2013 Q2	$849K	Buy	+14,814	New	+$879K	0.06%	40

Other funds holding CL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mar Vista Investment Partners's CL Position: Q4 2018 in Review

Mar Vista Investment Partners sold out of Colgate-Palmolive (CL) in Q4 2018, closing a stake of 10,081 shares — an estimated $675K sold.

Mar Vista Investment Partners first reported a position in CL in Q2 2013 and held it in 22 quarters. The position peaked at $1.11M in Q2 2016. 1,427 funds tracked by Wall St. Rank hold CL as of Q4 2018.

Mar Vista Investment Partners reported no remaining Colgate-Palmolive position as of Q4 2018 after selling out during the quarter.
Mar Vista Investment Partners sold 10,081 Colgate-Palmolive shares in Q4 2018, an estimated $675K.
Mar Vista Investment Partners first reported a position in Colgate-Palmolive in Q2 2013 and held it in 22 quarters.
Mar Vista Investment Partners's Colgate-Palmolive position peaked at $1.11M in Q2 2016.
1,427 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2018.

Based on Mar Vista Investment Partners's 13F filing for Q4 2018, filed 13 Feb 2019.