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SIAP
Sterling Investment Advisors (Pennsylvania)’s
Colgate-Palmolive
CL
Stock Holding History
Sterling Investment Advisors (Pennsylvania)’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
Q3
–
Sell
-1,077
Closed
-$86K
–
194
2022
Q2
$86K
Hold
1,077
–
–
0.03%
191
2022
Q1
$82K
Hold
1,077
–
–
0.02%
213
2021
Q4
$92K
Hold
1,077
–
–
0.03%
201
2021
Q3
$81K
Hold
1,077
–
–
0.02%
211
2021
Q2
$88K
Sell
1,077
-55
-5%
-$4.5K
0.03%
208
2021
Q1
$89K
Buy
1,132
+55
+5%
+$4.31K
0.03%
197
2020
Q4
$92K
Hold
1,077
–
–
0.03%
183
2020
Q3
$83K
Hold
1,077
–
–
0.03%
177
2020
Q2
$78K
Hold
1,077
–
–
0.03%
178
2020
Q1
$71K
Buy
1,077
+269
+33%
+$19K
0.04%
165
2019
Q4
$55K
Hold
808
–
–
0.03%
194
2019
Q3
$59K
Buy
808
+357
+79%
+$25.9K
0.03%
191
2019
Q2
$32K
Hold
451
–
–
0.02%
254
2019
Q1
$31K
Hold
451
–
–
0.02%
256
2018
Q4
$26K
Hold
451
–
–
0.02%
260
2018
Q3
$30K
Hold
451
–
–
0.02%
278
2018
Q2
$29K
Hold
451
–
–
0.02%
258
2018
Q1
$32K
Hold
451
–
–
0.02%
245
2017
Q4
$34K
Hold
451
–
–
0.02%
219
2017
Q3
$33K
Hold
451
–
–
0.02%
214
2017
Q2
$33K
Hold
451
–
–
0.02%
211
2017
Q1
$33K
Hold
451
–
–
0.02%
201
2016
Q4
$30K
Buy
+451
New
+$30.9K
0.02%
183
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1-Year Est. Return
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$298B AUM
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1-Year Est. Return
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$544B AUM
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1-Year Est. Return
TP
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$2.08B AUM
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1-Year Est. Return
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1-Year Est. Return
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$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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