SVA Wealth Management’s Colgate-Palmolive CL Stock Holding History

SVA Wealth 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
2020 Q4	$232K	Sell	2,711 -28	-1%	-$2.31K	0.02%	217
2020 Q3	$211K	Buy	+2,739	New	+$209K	0.02%	201
2019 Q4	–	Sell	-2,773	Closed	-$204K	–	207
2019 Q3	$204K	Buy	+2,773	New	+$201K	0.02%	196
2018 Q2	–	Sell	-3,652	Closed	-$266K	–	215
2018 Q1	$266K	Buy	3,652 +910	+33%	+$65.5K	0.03%	187
2017 Q4	$207K	Sell	2,742 -910	-25%	-$66.4K	0.02%	198
2017 Q3	$266K	Buy	3,652 +71	+2%	+$5.12K	0.03%	187
2017 Q2	$265K	Buy	+3,581	New	+$266K	0.03%	179

Other funds holding CL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SVA Wealth Management's CL Position: Q4 2020 in Review

SVA Wealth Management reduced its Colgate-Palmolive (CL) stake by 1% in Q4 2020, selling an estimated $2.31K and leaving 2,711 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #217.

SVA Wealth Management first reported a position in CL in Q2 2017 and has held it in 7 quarters since. The position peaked at $266K in Q1 2018. 1,650 funds tracked by Wall St. Rank hold CL as of Q4 2020.

SVA Wealth Management held 2,711 shares of Colgate-Palmolive worth $232K as of Q4 2020.
SVA Wealth Management sold 28 Colgate-Palmolive shares in Q4 2020, an estimated $2.31K.
Colgate-Palmolive made up 0.02% of SVA Wealth Management's portfolio in Q4 2020, its #217 holding.
SVA Wealth Management first reported a position in Colgate-Palmolive in Q2 2017 and has held it in 7 quarters since.
SVA Wealth Management's Colgate-Palmolive position peaked at $266K in Q1 2018.
1,650 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.