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Waratah Capital Advisors’s Colgate-Palmolive CL Stock Holding History

Waratah Capital Advisors’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
-11,743
Closed -$906K – 214
2020
Q3 		$906K Buy
+11,743
New +$895K 0.1% 98
2020
Q2 		– Sell
-41,168
Closed -$2.73M – 146
2020
Q1 		$2.73M Buy
+41,168
New +$2.9M 0.49% 40
2014
Q2 		– Sell
-4,500
Closed -$292K – 69
2014
Q1 		$292K Buy
+4,500
New +$284K 0.16% 61

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Waratah Capital Advisors's CL Position: Q4 2020 in Review

Waratah Capital Advisors sold out of Colgate-Palmolive (CL) in Q4 2020, closing a stake of 11,743 shares — an estimated $906K sold.

Waratah Capital Advisors first reported a position in CL in Q1 2014 and held it in 3 quarters. The position peaked at $2.73M in Q1 2020. 1,650 funds tracked by Wall St. Rank hold CL as of Q4 2020.

  • Waratah Capital Advisors reported no remaining Colgate-Palmolive position as of Q4 2020 after selling out during the quarter.
  • Waratah Capital Advisors sold 11,743 Colgate-Palmolive shares in Q4 2020, an estimated $906K.
  • Waratah Capital Advisors first reported a position in Colgate-Palmolive in Q1 2014 and held it in 3 quarters.
  • Waratah Capital Advisors's Colgate-Palmolive position peaked at $2.73M in Q1 2020.
  • 1,650 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2020.

Based on Waratah Capital Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.