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Surevest’s Colgate-Palmolive CL Stock Holding History

Surevest’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 		$3.52M Buy
50,101
+497
+1% +$39K 0.96% 38
2022
Q2 		$3.98M Buy
49,604
+1,539
+3% +$120K 1.04% 32
2022
Q1 		$3.65M Sell
48,065
-12,084
-20% -$957K 0.88% 46
2021
Q4 		$5.13M Buy
60,149
+50
+0.1% +$3.9K 1.22% 31
2021
Q3 		$4.54M Buy
60,099
+3,436
+6% +$273K 1.15% 42
2021
Q2 		$4.61M Buy
56,663
+430
+0.8% +$35.2K 1.2% 35
2021
Q1 		$4.43M Buy
56,233
+4,052
+8% +$318K 1.34% 31
2020
Q4 		$4.46M Buy
52,181
+1,612
+3% +$133K 1.49% 20
2020
Q3 		$3.9M Buy
50,569
+2,802
+6% +$214K 1.53% 20
2020
Q2 		$3.5M Buy
47,767
+9,198
+24% +$653K 1.55% 15
2020
Q1 		$2.56M Buy
38,569
+18,132
+89% +$1.28M 1.39% 23
2019
Q4 		$1.41M Buy
20,437
+7,591
+59% +$518K 0.6% 78
2019
Q3 		$944K Buy
12,846
+3,023
+31% +$219K 0.46% 83
2019
Q2 		$704K Buy
+9,823
New +$697K 0.37% 93

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 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

Surevest's CL Position: Q3 2022 in Review

Surevest increased its Colgate-Palmolive (CL) stake by 1% in Q3 2022, buying an estimated $39K and bringing the position to 50,101 shares worth $3.52M. The position accounts for 0.96% of the portfolio, ranked #38.

Surevest first reported a position in CL in Q2 2019 and has held it in 14 quarters since. The position peaked at $5.13M in Q4 2021. 1,614 funds tracked by Wall St. Rank hold CL as of Q3 2022.

  • Surevest held 50,101 shares of Colgate-Palmolive worth $3.52M as of Q3 2022.
  • Surevest bought 497 Colgate-Palmolive shares in Q3 2022, an estimated $39K.
  • Colgate-Palmolive made up 0.96% of Surevest's portfolio in Q3 2022, its #38 holding.
  • Surevest first reported a position in Colgate-Palmolive in Q2 2019 and has held it in 14 quarters since.
  • Surevest's Colgate-Palmolive position peaked at $5.13M in Q4 2021.
  • 1,614 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.