Collective Family Office’s Colgate-Palmolive CL Stock Holding History

Collective Family Office’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 Q4	–	Sell	-2,165	Closed	-$225K	–	166
2024 Q3	$225K	Sell	2,165 -126	-5%	-$12.8K	0.06%	164
2024 Q2	$222K	Hold	2,291	–	–	0.07%	165
2024 Q1	$206K	Buy	+2,291	New	+$194K	0.07%	170
2023 Q3	–	Sell	-2,602	Closed	-$200K	–	169
2023 Q2	$200K	Buy	+2,602	New	+$201K	0.08%	174
2023 Q1	–	Sell	-2,653	Closed	-$209K	–	170
2022 Q4	$209K	Buy	+2,653	New	+$199K	0.09%	162
2022 Q3	–	Sell	-2,884	Closed	-$231K	–	173
2022 Q2	$231K	Sell	2,884 -100	-3%	-$7.82K	0.1%	168
2022 Q1	$226K	Sell	2,984 -9	-0.3%	-$713	0.09%	177
2021 Q4	$255K	Buy	2,993 +143	+5%	+$11.2K	0.1%	164
2021 Q3	$215K	Sell	2,850 -138	-5%	-$11K	0.09%	165
2021 Q2	$243K	Sell	2,988 -300	-9%	-$24.5K	0.1%	160
2021 Q1	$259K	Buy	+3,288	New	+$258K	0.13%	145

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Collective Family Office's CL Position: Q4 2024 in Review

Collective Family Office sold out of Colgate-Palmolive (CL) in Q4 2024, closing a stake of 2,165 shares — an estimated $225K sold.

Collective Family Office first reported a position in CL in Q1 2021 and held it in 11 quarters. The position peaked at $259K in Q1 2021. 1,932 funds tracked by Wall St. Rank hold CL as of Q4 2024.

Collective Family Office reported no remaining Colgate-Palmolive position as of Q4 2024 after selling out during the quarter.
Collective Family Office sold 2,165 Colgate-Palmolive shares in Q4 2024, an estimated $225K.
Collective Family Office first reported a position in Colgate-Palmolive in Q1 2021 and held it in 11 quarters.
Collective Family Office's Colgate-Palmolive position peaked at $259K in Q1 2021.
1,932 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

Based on Collective Family Office's 13F filing for Q4 2024, filed 8 Jan 2025.