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Rainier Group Investment Advisory’s Colgate-Palmolive CL Stock Holding History

Rainier Group Investment Advisory’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
2020
Q3 		$200K Buy
+2,591
New +$198K 0.08% 71
2020
Q2 		– Sell
-5,153
Closed -$342K – 60
2020
Q1 		$342K Buy
+5,153
New +$363K 2.23% 10

Other funds holding CL

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Rainier Group Investment Advisory's CL Position: Q3 2020 in Review

Rainier Group Investment Advisory opened a new position in Colgate-Palmolive (CL) in Q3 2020: 2,591 shares worth $200K. The stake represents 0.08% of the portfolio and ranks #71 among its holdings. This is a return to the name: Rainier Group Investment Advisory previously reported a position in CL as recently as Q1 2020.

Rainier Group Investment Advisory first reported a position in CL in Q1 2020 and has held it in 2 quarters since. The position peaked at $342K in Q1 2020. 1,530 funds tracked by Wall St. Rank hold CL as of Q3 2020.

  • Rainier Group Investment Advisory held 2,591 shares of Colgate-Palmolive worth $200K as of Q3 2020.
  • Colgate-Palmolive was a new Rainier Group Investment Advisory position in Q3 2020.
  • Colgate-Palmolive made up 0.08% of Rainier Group Investment Advisory's portfolio in Q3 2020, its #71 holding.
  • Rainier Group Investment Advisory first reported a position in Colgate-Palmolive in Q1 2020 and has held it in 2 quarters since.
  • Rainier Group Investment Advisory's Colgate-Palmolive position peaked at $342K in Q1 2020.
  • 1,530 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2020.

Based on Rainier Group Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.