Pinion Investment Advisors’s Colgate-Palmolive CL Stock Holding History

Pinion Investment 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 Q1	–	Sell	-5,246	Closed	-$449K	–	145
2020 Q4	$449K	Sell	5,246 -25	-0.5%	-$2.07K	0.47%	70
2020 Q3	$386K	Hold	5,271	–	–	0.58%	72
2020 Q2	$386K	Sell	5,271 -485	-8%	-$34.5K	0.58%	72
2020 Q1	$382K	Buy	5,756 +1,120	+24%	+$79K	0.82%	59
2019 Q4	$319K	Buy	4,636 +115	+3%	+$7.84K	0.59%	84
2019 Q3	$332K	Buy	4,521 +373	+9%	+$27.1K	0.68%	78
2019 Q2	$297K	Sell	4,148 -1,750	-30%	-$124K	0.64%	83
2019 Q1	$404K	Buy	5,898 +398	+7%	+$25.7K	0.71%	69
2018 Q4	$327K	Buy	5,500 +1,315	+31%	+$82.3K	0.69%	71
2018 Q3	$280K	Sell	4,185 -15	-0.4%	-$999	0.54%	99
2018 Q2	$272K	Buy	4,200 +465	+12%	+$30.4K	0.53%	96
2018 Q1	$268K	Buy	+3,735	New	+$269K	0.58%	90

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinion Investment Advisors's CL Position: Q1 2021 in Review

Pinion Investment Advisors sold out of Colgate-Palmolive (CL) in Q1 2021, closing a stake of 5,246 shares — an estimated $449K sold.

Pinion Investment Advisors first reported a position in CL in Q1 2018 and held it in 12 quarters. The position peaked at $449K in Q4 2020. 1,607 funds tracked by Wall St. Rank hold CL as of Q1 2021.

Pinion Investment Advisors reported no remaining Colgate-Palmolive position as of Q1 2021 after selling out during the quarter.
Pinion Investment Advisors sold 5,246 Colgate-Palmolive shares in Q1 2021, an estimated $449K.
Pinion Investment Advisors first reported a position in Colgate-Palmolive in Q1 2018 and held it in 12 quarters.
Pinion Investment Advisors's Colgate-Palmolive position peaked at $449K in Q4 2020.
1,607 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2021.

Based on Pinion Investment Advisors's 13F filing for Q1 2021, filed 14 May 2021.