Wellesley Investment Partners’s Colgate-Palmolive CL Stock Holding History

Wellesley Investment Partners’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 Q3	$593K	Sell	7,699 -615	-7%	-$46.9K	0.2%	54
2020 Q2	$609K	Sell	8,314 -982	-11%	-$69.8K	0.22%	51
2020 Q1	$616K	Buy	+9,296	New	+$656K	0.24%	50
2019 Q4	–	Sell	-3,259	Closed	-$240K	–	121
2019 Q3	$240K	Buy	3,259 +52	+2%	+$3.77K	0.08%	97
2019 Q2	$229K	Sell	3,207 -149	-4%	-$10.6K	0.08%	99
2019 Q1	$230K	Sell	3,356 -715	-18%	-$46.2K	0.08%	111
2018 Q4	$242K	Sell	4,071 -431	-10%	-$27K	0.09%	107
2018 Q3	$301K	Buy	4,502 +1	+0%	+$67	0.1%	103
2018 Q2	$291K	Buy	4,501 +32	+0.7%	+$2.09K	0.1%	104
2018 Q1	$320K	Buy	4,469 +185	+4%	+$13.3K	0.12%	91
2017 Q4	$323K	Hold	4,284	–	–	0.12%	92
2017 Q3	$312K	Buy	4,284 +293	+7%	+$21.1K	0.13%	89
2017 Q2	$295K	Buy	3,991 +11	+0.3%	+$817	0.12%	88
2017 Q1	$291K	Hold	3,980	–	–	0.13%	89
2016 Q4	$260K	Buy	+3,980	New	+$273K	0.13%	93

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

Wellesley Investment Partners's CL Position: Q3 2020 in Review

Wellesley Investment Partners reduced its Colgate-Palmolive (CL) stake by 7.4% in Q3 2020, selling an estimated $46.9K and leaving 7,699 shares worth $593K. The position accounts for 0.2% of the portfolio, ranked #54.

Wellesley Investment Partners first reported a position in CL in Q4 2016 and has held it in 15 quarters since. The position peaked at $616K in Q1 2020. 1,530 funds tracked by Wall St. Rank hold CL as of Q3 2020.

Wellesley Investment Partners held 7,699 shares of Colgate-Palmolive worth $593K as of Q3 2020.
Wellesley Investment Partners sold 615 Colgate-Palmolive shares in Q3 2020, an estimated $46.9K.
Colgate-Palmolive made up 0.2% of Wellesley Investment Partners's portfolio in Q3 2020, its #54 holding.
Wellesley Investment Partners first reported a position in Colgate-Palmolive in Q4 2016 and has held it in 15 quarters since.
Wellesley Investment Partners's Colgate-Palmolive position peaked at $616K in Q1 2020.
1,530 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.