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

Sonora 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
2021
Q3 		$294K Buy
3,896
+260
+7% +$20.6K 0.04% 169
2021
Q2 		$296K Buy
3,636
+223
+7% +$18.2K 0.04% 164
2021
Q1 		$269K Buy
3,413
+48
+1% +$3.76K 0.02% 262
2020
Q4 		$288K Sell
3,365
-753
-18% -$62.3K 0.02% 261
2020
Q3 		$318K Buy
4,118
+61
+2% +$4.65K 0.03% 229
2020
Q2 		$297K Sell
4,057
-22
-0.5% -$1.56K 0.03% 217
2020
Q1 		$271K Buy
4,079
+175
+4% +$12.3K 0.03% 211
2019
Q4 		$269K Sell
3,904
-63
-2% -$4.29K 0.03% 232
2019
Q3 		$292K Buy
3,967
+17
+0.4% +$1.23K 0.03% 221
2019
Q2 		$283K Buy
3,950
+146
+4% +$10.4K 0.03% 225
2019
Q1 		$261K Sell
3,804
-61
-2% -$3.94K 0.03% 212
2018
Q4 		$230K Buy
3,865
+1,794
+87% +$112K 0.03% 208
2018
Q3 		$139K Sell
2,071
-38
-2% -$2.53K 0.02% 247
2018
Q2 		$137K Buy
2,109
+1,844
+696% +$121K 0.02% 236
2018
Q1 		$19K Buy
+265
New +$19.1K ﹤0.01% 602
2017
Q4 		– Sell
-89
Closed -$6.48K – 1200
2017
Q3 		$6.48K Buy
89
+54
+154% +$3.89K ﹤0.01% 813
2017
Q2 		$2.6K Hold
35
– – ﹤0.01% 886
2017
Q1 		$2.56K Hold
35
– – ﹤0.01% 844
2016
Q4 		$2.29K Hold
35
– – ﹤0.01% 766
2016
Q3 		$2.6K Buy
+35
New +$2.59K ﹤0.01% 740
2015
Q4 		– Sell
-130
Closed -$8K – 851
2015
Q3 		$8K Buy
+130
New +$8.49K ﹤0.01% 551

Other funds holding CL

Vanguard Group
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
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

Sonora Investment Management's CL Position: Q3 2021 in Review

Sonora Investment Management increased its Colgate-Palmolive (CL) stake by 7.2% in Q3 2021, buying an estimated $20.6K and bringing the position to 3,896 shares worth $294K. The position accounts for 0.04% of the portfolio, ranked #169.

Sonora Investment Management first reported a position in CL in Q3 2015 and has held it in 21 quarters since. The position peaked at $318K in Q3 2020. 1,584 funds tracked by Wall St. Rank hold CL as of Q3 2021.

  • Sonora Investment Management held 3,896 shares of Colgate-Palmolive worth $294K as of Q3 2021.
  • Sonora Investment Management bought 260 Colgate-Palmolive shares in Q3 2021, an estimated $20.6K.
  • Colgate-Palmolive made up 0.04% of Sonora Investment Management's portfolio in Q3 2021, its #169 holding.
  • Sonora Investment Management first reported a position in Colgate-Palmolive in Q3 2015 and has held it in 21 quarters since.
  • Sonora Investment Management's Colgate-Palmolive position peaked at $318K in Q3 2020.
  • 1,584 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.