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Rational Advisors’s Colgate-Palmolive CL Stock Holding History

Rational 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
2020
Q4 		– Sell
-972
Closed -$75K – 282
2020
Q3 		$75K Sell
972
-4,784
-83% -$365K 0.03% 173
2020
Q2 		$422K Buy
5,756
+1,850
+47% +$131K 0.22% 121
2020
Q1 		$259K Sell
3,906
-9,412
-71% -$664K 0.19% 112
2019
Q4 		$917K Buy
13,318
+11,116
+505% +$758K 0.43% 64
2019
Q3 		$162K Sell
2,202
-2,446
-53% -$177K 0.06% 251
2019
Q2 		$333K Sell
4,648
-22,109
-83% -$1.57M 0.12% 169
2019
Q1 		$1.83M Buy
26,757
+22,281
+498% +$1.44M 0.5% 71
2018
Q4 		$266K Sell
4,476
-367
-8% -$23K 0.08% 158
2018
Q3 		$324K Sell
4,843
-1,453
-23% -$96.8K 0.08% 176
2018
Q2 		$409K Sell
6,296
-1,408
-18% -$92.1K 0.19% 145
2018
Q1 		$552K Buy
7,704
+896
+13% +$64.5K 0.26% 126
2017
Q4 		$513K Sell
6,808
-1,200
-15% -$87.6K 0.27% 139
2017
Q3 		$583K Buy
8,008
+400
+5% +$28.8K 0.31% 101
2017
Q2 		$564K Buy
7,608
+4,900
+181% +$364K 0.35% 100
2017
Q1 		$198K Sell
2,708
-18,662
-87% -$1.31M 0.13% 164
2016
Q4 		$1.4M Buy
+21,370
New +$1.47M 1.34% 18
2015
Q3 		$2.34M Hold
36,942
– – 0.95% 29
2015
Q2 		$2.42M Buy
36,942
+6,500
+21% +$441K 0.78% 45
2015
Q1 		$2.11M Buy
30,442
+5,872
+24% +$406K 0.51% 68
2014
Q4 		$1.7M Buy
+24,570
New +$1.66M 0.34% 100
2013
Q4 		$6.79M Buy
104,130
+9,718
+10% +$622K 0.58% 36
2013
Q3 		$5.6M Sell
94,412
-2,560
-3% -$152K 0.43% 54
2013
Q2 		$5.56M Buy
+96,972
New +$5.76M 0.47% 54

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Rational Advisors's CL Position: Q4 2020 in Review

Rational Advisors sold out of Colgate-Palmolive (CL) in Q4 2020, closing a stake of 972 shares — an estimated $75K sold.

Rational Advisors first reported a position in CL in Q2 2013 and held it in 23 quarters. The position peaked at $6.79M in Q4 2013. 1,652 funds tracked by Wall St. Rank hold CL as of Q4 2020.

  • Rational Advisors reported no remaining Colgate-Palmolive position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 972 Colgate-Palmolive shares in Q4 2020, an estimated $75K.
  • Rational Advisors first reported a position in Colgate-Palmolive in Q2 2013 and held it in 23 quarters.
  • Rational Advisors's Colgate-Palmolive position peaked at $6.79M in Q4 2013.
  • 1,652 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.