Perpetual Investment Management’s Colgate-Palmolive CL Stock Holding History

Perpetual Investment Management’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
2022 Q4	$591K	Buy	7,500 +500	+7%	+$37.5K	0.07%	139
2022 Q3	$492K	Hold	7,000	–	–	0.07%	150
2022 Q2	$561K	Sell	7,000 -1,300	-16%	-$102K	0.08%	146
2022 Q1	$630K	Hold	8,300	–	–	0.08%	148
2021 Q4	$709K	Buy	8,300 +3,700	+80%	+$289K	0.08%	149
2021 Q3	$348K	Hold	4,600	–	–	0.04%	175
2021 Q2	$374K	Buy	4,600 +1,000	+28%	+$81.8K	0.05%	169
2021 Q1	$283K	Hold	3,600	–	–	0.05%	170
2020 Q4	$305K	Buy	+3,600	New	+$298K	0.05%	179

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Perpetual Investment Management's CL Position: Q4 2022 in Review

Perpetual Investment Management increased its Colgate-Palmolive (CL) stake by 7.1% in Q4 2022, buying an estimated $37.5K and bringing the position to 7,500 shares worth $591K. The position accounts for 0.07% of the portfolio, ranked #139.

Perpetual Investment Management first reported a position in CL in Q4 2020 and has held it in 9 quarters since. The position peaked at $709K in Q4 2021. 1,697 funds tracked by Wall St. Rank hold CL as of Q4 2022.

Perpetual Investment Management held 7,500 shares of Colgate-Palmolive worth $591K as of Q4 2022.
Perpetual Investment Management bought 500 Colgate-Palmolive shares in Q4 2022, an estimated $37.5K.
Colgate-Palmolive made up 0.07% of Perpetual Investment Management's portfolio in Q4 2022, its #139 holding.
Perpetual Investment Management first reported a position in Colgate-Palmolive in Q4 2020 and has held it in 9 quarters since.
Perpetual Investment Management's Colgate-Palmolive position peaked at $709K in Q4 2021.
1,697 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.