Apriem Advisors’s Colgate-Palmolive CL Stock Holding History

Apriem 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	–	Sell	-2,536	Closed	-$246K	–	176
2024 Q2	$246K	Buy	2,536 +36	+1%	+$3.32K	0.03%	153
2024 Q1	$225K	Buy	+2,500	New	+$212K	0.03%	157
2023 Q2	–	Sell	-5,400	Closed	-$406K	–	147
2023 Q1	$406K	Buy	+5,400	New	+$402K	0.06%	104
2017 Q2	–	Sell	-89	Closed	-$7K	–	202
2017 Q1	$7K	Hold	89	–	–	﹤0.01%	442
2016 Q4	$6K	Sell	89 -31	-26%	-$2.13K	﹤0.01%	475
2016 Q3	$9K	Buy	120 +71	+145%	+$5.25K	﹤0.01%	412
2016 Q2	$4K	Sell	49 -73	-60%	-$5.2K	﹤0.01%	485
2016 Q1	$9K	Buy	+122	New	+$8.12K	﹤0.01%	390
2014 Q3	–	Sell	-8,000	Closed	-$545K	–	534
2014 Q2	$545K	Hold	8,000	–	–	0.21%	78
2014 Q1	$519K	Hold	8,000	–	–	0.2%	80
2013 Q4	$522K	Hold	8,000	–	–	0.2%	75
2013 Q3	$474K	Hold	8,000	–	–	0.21%	74
2013 Q2	$458K	Buy	+8,000	New	+$475K	0.22%	72

Other funds holding CL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Apriem Advisors's CL Position: Q3 2024 in Review

Apriem Advisors sold out of Colgate-Palmolive (CL) in Q3 2024, closing a stake of 2,536 shares — an estimated $246K sold.

Apriem Advisors first reported a position in CL in Q2 2013 and held it in 13 quarters. The position peaked at $545K in Q2 2014. 1,911 funds tracked by Wall St. Rank hold CL as of Q3 2024.

Apriem Advisors reported no remaining Colgate-Palmolive position as of Q3 2024 after selling out during the quarter.
Apriem Advisors sold 2,536 Colgate-Palmolive shares in Q3 2024, an estimated $246K.
Apriem Advisors first reported a position in Colgate-Palmolive in Q2 2013 and held it in 13 quarters.
Apriem Advisors's Colgate-Palmolive position peaked at $545K in Q2 2014.
1,911 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2024.

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