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Aevitas Wealth Management’s Colgate-Palmolive CL Stock Holding History

Aevitas Wealth Management’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
2022
Q4 		$807K Buy
10,239
+10
+0.1% +$750 0.48% 49
2022
Q3 		$719K Buy
10,229
+13
+0.1% +$1.02K 0.54% 51
2022
Q2 		$819K Buy
10,216
+12
+0.1% +$938 0.55% 50
2022
Q1 		$774K Buy
10,204
+12
+0.1% +$951 0.47% 58
2021
Q4 		$870K Buy
10,192
+13
+0.1% +$1.01K 0.52% 56
2021
Q3 		$769K Buy
10,179
+11
+0.1% +$873 0.49% 58
2021
Q2 		$827K Buy
10,168
+205
+2% +$16.8K 0.53% 54
2021
Q1 		$785K Buy
9,963
+81
+0.8% +$6.35K 0.55% 52
2020
Q4 		$845K Buy
9,882
+9
+0.1% +$744 0.62% 44
2020
Q3 		$762K Buy
9,873
+7
+0.1% +$534 0.63% 45
2020
Q2 		$723K Buy
9,866
+8
+0.1% +$568 0.67% 42
2020
Q1 		$654K Buy
9,858
+6
+0.1% +$423 0.73% 40
2019
Q4 		$678K Buy
9,852
+8
+0.1% +$545 0.64% 44
2019
Q3 		$724K Buy
9,844
+7
+0.1% +$508 0.73% 41
2019
Q2 		$705K Buy
9,837
+7
+0.1% +$497 0.71% 43
2019
Q1 		$673K Buy
9,830
+257
+3% +$16.6K 0.6% 47
2018
Q4 		$570K Sell
9,573
-192
-2% -$12K 0.58% 49
2018
Q3 		$654K Buy
9,765
+7
+0.1% +$466 0.59% 48
2018
Q2 		$632K Buy
9,758
+7
+0.1% +$458 0.62% 50
2018
Q1 		$699K Sell
9,751
-507
-5% -$36.5K 0.7% 45
2017
Q4 		$774K Buy
+10,258
New +$749K 0.73% 44

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Aevitas Wealth Management's CL Position: Q4 2022 in Review

Aevitas Wealth Management increased its Colgate-Palmolive (CL) stake by 0.1% in Q4 2022, buying an estimated $750 and bringing the position to 10,239 shares worth $807K. The position accounts for 0.48% of the portfolio, ranked #49.

Aevitas Wealth Management first reported a position in CL in Q4 2017 and has held it in 21 quarters since. The position peaked at $870K in Q4 2021. 1,698 funds tracked by Wall St. Rank hold CL as of Q4 2022.

  • Aevitas Wealth Management held 10,239 shares of Colgate-Palmolive worth $807K as of Q4 2022.
  • Aevitas Wealth Management bought 10 Colgate-Palmolive shares in Q4 2022, an estimated $750.
  • Colgate-Palmolive made up 0.48% of Aevitas Wealth Management's portfolio in Q4 2022, its #49 holding.
  • Aevitas Wealth Management first reported a position in Colgate-Palmolive in Q4 2017 and has held it in 21 quarters since.
  • Aevitas Wealth Management's Colgate-Palmolive position peaked at $870K in Q4 2021.
  • 1,698 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.