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Whitegate Investment Counselors’s Colgate-Palmolive CL Stock Holding History

Whitegate Investment Counselors’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
2021
Q4 		– Sell
-10,281
Closed -$777K – 89
2021
Q3 		$777K Hold
10,281
– – 0.11% 136
2021
Q2 		$836K Sell
10,281
-84
-0.8% -$6.87K 0.12% 133
2021
Q1 		$817K Hold
10,365
– – 0.12% 129
2020
Q4 		$886K Sell
10,365
-1,235
-11% -$102K 0.14% 116
2020
Q3 		$895K Buy
11,600
+250
+2% +$19.1K 0.16% 111
2020
Q2 		$832K Hold
11,350
– – 0.17% 110
2020
Q1 		$753K Sell
11,350
-15
-0.1% -$1.06K 0.18% 103
2019
Q4 		$782K Sell
11,365
-215
-2% -$14.7K 0.14% 118
2019
Q3 		$851K Hold
11,580
– – 0.17% 108
2019
Q2 		$830K Sell
11,580
-1,050
-8% -$74.5K 0.17% 103
2019
Q1 		$866K Sell
12,630
-3,600
-22% -$233K 0.18% 105
2018
Q4 		$966K Sell
16,230
-1,200
-7% -$75.1K 0.22% 98
2018
Q3 		$1.17M Sell
17,430
-481
-3% -$32K 0.24% 97
2018
Q2 		$1.16M Sell
17,911
-240
-1% -$15.7K 0.24% 95
2018
Q1 		$1.3M Sell
18,151
-375
-2% -$27K 0.28% 90
2017
Q4 		$1.4M Hold
18,526
– – 0.29% 91
2017
Q3 		$1.35M Sell
18,526
-35
-0.2% -$2.52K 0.3% 88
2017
Q2 		$1.38M Sell
18,561
-275
-1% -$20.4K 0.31% 85
2017
Q1 		$1.38M Sell
18,836
-224
-1% -$15.7K 0.33% 82
2016
Q4 		$1.25M Sell
19,060
-1,800
-9% -$123K 0.33% 78
2016
Q3 		$1.55M Sell
20,860
-300
-1% -$22.2K 0.42% 74
2016
Q2 		$1.55M Buy
+21,160
New +$1.51M 0.43% 72
2014
Q1 		$1.45M Buy
+20,560
New +$1.3M 0.4% 74

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Whitegate Investment Counselors's CL Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Colgate-Palmolive (CL) in Q4 2021, closing a stake of 10,281 shares — an estimated $777K sold.

Whitegate Investment Counselors first reported a position in CL in Q1 2014 and held it in 23 quarters. The position peaked at $1.55M in Q2 2016. 1,705 funds tracked by Wall St. Rank hold CL as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining Colgate-Palmolive position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 10,281 Colgate-Palmolive shares in Q4 2021, an estimated $777K.
  • Whitegate Investment Counselors first reported a position in Colgate-Palmolive in Q1 2014 and held it in 23 quarters.
  • Whitegate Investment Counselors's Colgate-Palmolive position peaked at $1.55M in Q2 2016.
  • 1,705 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.