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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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return