USCA RIA’s Colgate-Palmolive CL Stock Holding History

USCA RIA’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
2015 Q4	–	Sell	-1,100	Closed	-$1K	–	369
2015 Q3	$1K	Buy	+1,100	New	+$71.9K	﹤0.01%	360

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

USCA RIA's CL Position: Q2 2021 in Review

USCA RIA increased its Colgate-Palmolive (CL) stake by 4% in Q2 2021, buying an estimated $109K and bringing the position to 34,373 shares worth $2.8M. The position accounts for 0.17% of the portfolio, ranked #174.

USCA RIA first reported a position in CL in Q3 2014 and has held it in 18 quarters since. 1,634 funds tracked by Wall St. Rank hold CL as of Q2 2021.

USCA RIA held 34,373 shares of Colgate-Palmolive worth $2.8M as of Q2 2021.
USCA RIA bought 1,335 Colgate-Palmolive shares in Q2 2021, an estimated $109K.
Colgate-Palmolive made up 0.17% of USCA RIA's portfolio in Q2 2021, its #174 holding.
USCA RIA first reported a position in Colgate-Palmolive in Q3 2014 and has held it in 18 quarters since.
1,634 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.