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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Transform Wealth's CL Position: Q4 2020 in Review

Transform Wealth sold out of Colgate-Palmolive (CL) in Q4 2020, closing a stake of 2,790 shares — an estimated $215K sold.

Transform Wealth first reported a position in CL in Q2 2016 and held it in 16 quarters. The position peaked at $1.57M in Q2 2017. 1,652 funds tracked by Wall St. Rank hold CL as of Q4 2020.

  • Transform Wealth reported no remaining Colgate-Palmolive position as of Q4 2020 after selling out during the quarter.
  • Transform Wealth sold 2,790 Colgate-Palmolive shares in Q4 2020, an estimated $215K.
  • Transform Wealth first reported a position in Colgate-Palmolive in Q2 2016 and held it in 16 quarters.
  • Transform Wealth's Colgate-Palmolive position peaked at $1.57M in Q2 2017.
  • 1,652 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2020.

Based on Transform Wealth's 13F filing for Q4 2020, filed 20 Jan 2021.