Alera Investment Advisors’s Colgate-Palmolive CL Stock Holding History

Alera Investment 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
2024 Q3	$570K	Buy	5,494 +167	+3%	+$17K	0.07%	125
2024 Q2	$517K	Sell	5,327 -99	-2%	-$9.13K	0.06%	127
2024 Q1	$489K	Sell	5,426 -131	-2%	-$11.1K	0.07%	120
2023 Q4	$443K	Buy	+5,557	New	+$418K	0.06%	123
2022 Q4	–	Sell	-3,704	Closed	-$261K	–	179
2022 Q3	$261K	Buy	3,704 +154	+4%	+$12.1K	0.07%	152
2022 Q2	$284K	Sell	3,550 -839	-19%	-$65.6K	0.08%	148
2022 Q1	$333K	Buy	+4,389	New	+$348K	0.08%	138
2019 Q2	–	Sell	-422	Closed	-$29K	–	256
2019 Q1	$29K	Buy	422 +123	+41%	+$7.95K	0.01%	227
2018 Q4	$18K	Buy	+299	New	+$18.7K	0.01%	305

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Alera Investment Advisors's CL Position: Q3 2024 in Review

Alera Investment Advisors increased its Colgate-Palmolive (CL) stake by 3.1% in Q3 2024, buying an estimated $17K and bringing the position to 5,494 shares worth $570K. The position accounts for 0.07% of the portfolio, ranked #125.

Alera Investment Advisors first reported a position in CL in Q4 2018 and has held it in 9 quarters since. 1,910 funds tracked by Wall St. Rank hold CL as of Q3 2024.

Alera Investment Advisors held 5,494 shares of Colgate-Palmolive worth $570K as of Q3 2024.
Alera Investment Advisors bought 167 Colgate-Palmolive shares in Q3 2024, an estimated $17K.
Colgate-Palmolive made up 0.07% of Alera Investment Advisors's portfolio in Q3 2024, its #125 holding.
Alera Investment Advisors first reported a position in Colgate-Palmolive in Q4 2018 and has held it in 9 quarters since.
1,910 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.