CW
CL icon

Connectus Wealth’s Colgate-Palmolive CL Stock Holding History

Connectus Wealth’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
Q1 		$9.51M Buy
105,461
+17,814
+20% +$1.51M 0.26% 87
2023
Q4 		$7M Buy
87,647
+6,306
+8% +$474K 0.14% 144
2023
Q3 		$5.78M Buy
81,341
+65,603
+417% +$4.91M 0.13% 148
2023
Q2 		$1.21M Buy
15,738
+2,191
+16% +$170K 0.03% 266
2023
Q1 		$1.02M Sell
13,547
-2,599
-16% -$193K 0.03% 283
2022
Q4 		$1.27M Buy
16,146
+2,464
+18% +$185K 0.03% 261
2022
Q3 		$961K Sell
13,682
-2,278
-14% -$179K 0.02% 342
2022
Q2 		$1.28M Buy
15,960
+3,477
+28% +$272K 0.03% 242
2022
Q1 		$1.06M Sell
12,483
-3,091
-20% -$245K 0.03% 236
2021
Q4 		$1.33M Buy
+15,574
New +$1.22M 0.05% 181

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Connectus Wealth's CL Position: Q1 2024 in Review

Connectus Wealth increased its Colgate-Palmolive (CL) stake by 20% in Q1 2024, buying an estimated $1.51M and bringing the position to 105,461 shares worth $9.51M. The position accounts for 0.26% of the portfolio, ranked #87.

Connectus Wealth first reported a position in CL in Q4 2021 and has held it in 10 quarters since. 1,765 funds tracked by Wall St. Rank hold CL as of Q1 2024.

  • Connectus Wealth held 105,461 shares of Colgate-Palmolive worth $9.51M as of Q1 2024.
  • Connectus Wealth bought 17,814 Colgate-Palmolive shares in Q1 2024, an estimated $1.51M.
  • Colgate-Palmolive made up 0.26% of Connectus Wealth's portfolio in Q1 2024, its #87 holding.
  • Connectus Wealth first reported a position in Colgate-Palmolive in Q4 2021 and has held it in 10 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.