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

Baystate 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
2023
Q4 		$213K Buy
2,676
+17
+0.6% +$1.28K 0.02% 198
2023
Q3 		$189K Buy
2,659
+5
+0.2% +$374 0.02% 200
2023
Q2 		$204K Buy
2,654
+926
+54% +$71.7K 0.02% 187
2023
Q1 		$130K Buy
1,728
+30
+2% +$2.23K 0.01% 219
2022
Q4 		$134K Buy
1,698
+607
+56% +$45.5K 0.01% 221
2022
Q3 		$77K Sell
1,091
-594
-35% -$46.6K 0.01% 261
2022
Q2 		$135K Buy
1,685
+7
+0.4% +$547 0.01% 206
2022
Q1 		$127K Buy
1,678
+6
+0.4% +$475 0.01% 217
2021
Q4 		$143K Buy
1,672
+6
+0.4% +$469 0.01% 204
2021
Q3 		$126K Buy
1,666
+6
+0.4% +$476 0.01% 191
2021
Q2 		$135K Buy
1,660
+6
+0.4% +$491 0.01% 180
2021
Q1 		$130K Buy
1,654
+606
+58% +$47.5K 0.01% 170
2020
Q4 		$90K Buy
1,048
+4
+0.4% +$331 0.01% 185
2020
Q3 		$81K Sell
1,044
-160
-13% -$12.2K 0.01% 176
2020
Q2 		$88K Sell
1,204
-150
-11% -$10.7K 0.01% 167
2020
Q1 		$90K Buy
1,354
+7
+0.5% +$494 0.01% 147
2019
Q4 		$93K Buy
1,347
+208
+18% +$14.2K 0.01% 168
2019
Q3 		$84K Buy
1,139
+7
+0.6% +$508 0.01% 163
2019
Q2 		$82K Sell
1,132
-37
-3% -$2.63K 0.01% 169
2019
Q1 		$81K Buy
1,169
+7
+0.6% +$452 0.01% 166
2018
Q4 		$73K Buy
1,162
+8
+0.7% +$501 0.01% 165
2018
Q3 		$74K Sell
1,154
-20
-2% -$1.33K 0.01% 156
2018
Q2 		$77K Sell
1,174
-42
-3% -$2.75K 0.01% 149
2018
Q1 		$81K Sell
1,216
-1,220
-50% -$87.8K 0.01% 136
2017
Q4 		$188K Sell
2,436
-143
-6% -$10.4K 0.03% 89
2017
Q3 		$187K Sell
2,579
-1,608
-38% -$116K 0.03% 81
2017
Q2 		$304K Sell
4,187
-553
-12% -$41.1K 0.05% 56
2017
Q1 		$351K Buy
4,740
+2,162
+84% +$151K 0.07% 52
2016
Q4 		$171K Buy
+2,578
New +$177K 0.03% 74
2013
Q3 		– Sell
-320
Closed -$18K – 56
2013
Q2 		$18K Buy
+320
New +$19K 0.01% 157

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Baystate Wealth Management's CL Position: Q4 2023 in Review

Baystate Wealth Management increased its Colgate-Palmolive (CL) stake by 0.64% in Q4 2023, buying an estimated $1.28K and bringing the position to 2,676 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #198.

Baystate Wealth Management first reported a position in CL in Q2 2013 and has held it in 30 quarters since. The position peaked at $351K in Q1 2017. 1,740 funds tracked by Wall St. Rank hold CL as of Q4 2023.

  • Baystate Wealth Management held 2,676 shares of Colgate-Palmolive worth $213K as of Q4 2023.
  • Baystate Wealth Management bought 17 Colgate-Palmolive shares in Q4 2023, an estimated $1.28K.
  • Colgate-Palmolive made up 0.02% of Baystate Wealth Management's portfolio in Q4 2023, its #198 holding.
  • Baystate Wealth Management first reported a position in Colgate-Palmolive in Q2 2013 and has held it in 30 quarters since.
  • Baystate Wealth Management's Colgate-Palmolive position peaked at $351K in Q1 2017.
  • 1,740 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.