TrueWealth LLC’s Colgate-Palmolive CL Stock Holding History

TrueWealth LLC’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 Q2	$261K	Hold	3,558	–	–	0.11%	109
2020 Q1	$236K	Hold	3,558	–	–	0.11%	108
2019 Q4	$245K	Hold	3,558	–	–	0.1%	119
2019 Q3	$262K	Hold	3,558	–	–	0.11%	108
2019 Q2	$255K	Sell	3,558 -950	-21%	-$67.4K	0.11%	111
2019 Q1	$309K	Hold	4,508	–	–	0.14%	98
2018 Q4	$268K	Sell	4,508 -225	-5%	-$14.1K	0.14%	104
2018 Q3	$317K	Sell	4,733 -28	-0.6%	-$1.86K	0.15%	101
2018 Q2	$309K	Hold	4,761	–	–	0.15%	99
2018 Q1	$341K	Sell	4,761 -26,831	-85%	-$1.93M	0.17%	88
2017 Q4	$2.38M	Buy	+31,592	New	+$2.31M	1.12%	12

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

TrueWealth LLC's CL Position: Q2 2020 in Review

TrueWealth LLC held its Colgate-Palmolive (CL) position steady in Q2 2020 at 3,558 shares worth $261K. The position accounts for 0.11% of the portfolio, ranked #109.

TrueWealth LLC first reported a position in CL in Q4 2017 and has held it in 11 quarters since. The position peaked at $2.38M in Q4 2017. 1,517 funds tracked by Wall St. Rank hold CL as of Q2 2020.

TrueWealth LLC held 3,558 shares of Colgate-Palmolive worth $261K as of Q2 2020.
TrueWealth LLC left its Colgate-Palmolive share count unchanged in Q2 2020.
Colgate-Palmolive made up 0.11% of TrueWealth LLC's portfolio in Q2 2020, its #109 holding.
TrueWealth LLC first reported a position in Colgate-Palmolive in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Colgate-Palmolive position peaked at $2.38M in Q4 2017.
1,517 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.