PA
CL icon

Perennial Advisors’s Colgate-Palmolive CL Stock Holding History

Perennial 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
2021
Q3 		– Sell
-350
Closed -$28K – 117
2021
Q2 		$28K Buy
+350
New +$28.6K 0.01% 187
2018
Q1 		– Sell
-532
Closed -$40K – 208
2017
Q4 		$40K Buy
532
+391
+277% +$28.6K 0.02% 113
2017
Q3 		$10K Hold
141
– – 0.01% 160
2017
Q2 		$10K Buy
+141
New +$10.5K 0.01% 161
2017
Q1 		– Sell
-330
Closed -$22K – 182
2016
Q4 		$22K Buy
+330
New +$22.6K 0.02% 119

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Perennial Advisors's CL Position: Q3 2021 in Review

Perennial Advisors sold out of Colgate-Palmolive (CL) in Q3 2021, closing a stake of 350 shares — an estimated $28K sold.

Perennial Advisors first reported a position in CL in Q4 2016 and held it in 5 quarters. The position peaked at $40K in Q4 2017. 1,585 funds tracked by Wall St. Rank hold CL as of Q3 2021.

  • Perennial Advisors reported no remaining Colgate-Palmolive position as of Q3 2021 after selling out during the quarter.
  • Perennial Advisors sold 350 Colgate-Palmolive shares in Q3 2021, an estimated $28K.
  • Perennial Advisors first reported a position in Colgate-Palmolive in Q4 2016 and held it in 5 quarters.
  • Perennial Advisors's Colgate-Palmolive position peaked at $40K in Q4 2017.
  • 1,585 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.