Transform Wealth’s Colgate-Palmolive CL Stock Holding History

Transform Wealth’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	-2,790	Closed	-$215K	–	202
2020 Q3	$215K	Hold	2,790	–	–	0.03%	200
2020 Q2	$204K	Buy	+2,790	New	+$198K	0.03%	212
2019 Q4	–	Sell	-2,891	Closed	-$212K	–	228
2019 Q3	$212K	Sell	2,891 -1	-0%	-$73	0.04%	199
2019 Q2	$207K	Sell	2,892 -198	-6%	-$14.1K	0.03%	222
2019 Q1	$212K	Sell	3,090 -614	-17%	-$39.7K	0.04%	154
2018 Q4	$220K	Sell	3,704 -100	-3%	-$6.26K	0.05%	164
2018 Q3	$255K	Sell	3,804 -3,283	-46%	-$219K	0.04%	171
2018 Q2	$459K	Sell	7,087 -2,167	-23%	-$142K	0.08%	158
2018 Q1	$663K	Sell	9,254 -857	-8%	-$61.7K	0.13%	163
2017 Q4	$763K	Hold	10,111	–	–	0.14%	165
2017 Q3	$737K	Sell	10,111 -11,039	-52%	-$796K	0.26%	124
2017 Q2	$1.57M	Buy	21,150 +1,155	+6%	+$85.8K	1.77%	17
2017 Q1	$1.46M	Sell	19,995 -145	-0.7%	-$10.2K	0.55%	54
2016 Q4	$1.32M	Buy	20,140 +1,804	+10%	+$124K	0.52%	60
2016 Q3	$1.36M	Sell	18,336 -1,339	-7%	-$99K	0.58%	55
2016 Q2	$1.44M	Buy	+19,675	New	+$1.4M	0.61%	53

Other funds holding CL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return