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DFPG Investments’s Colgate-Palmolive CL Stock Holding History

DFPG Investments’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 		$826K Sell
10,340
-70
-0.7% -$5.26K 0.06% 275
2023
Q3 		$782K Sell
10,410
-1,457
-12% -$109K 0.07% 248
2023
Q2 		$907K Sell
11,867
-6,505
-35% -$504K 0.08% 247
2023
Q1 		$1.38M Buy
18,372
+12,160
+196% +$904K 0.15% 150
2022
Q4 		$479K Buy
+6,212
New +$466K 0.08% 262

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

DFPG Investments's CL Position: Q4 2023 in Review

DFPG Investments reduced its Colgate-Palmolive (CL) stake by 0.67% in Q4 2023, selling an estimated $5.26K and leaving 10,340 shares worth $826K. The position accounts for 0.06% of the portfolio, ranked #275.

DFPG Investments first reported a position in CL in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.38M in Q1 2023. 1,740 funds tracked by Wall St. Rank hold CL as of Q4 2023.

  • DFPG Investments held 10,340 shares of Colgate-Palmolive worth $826K as of Q4 2023.
  • DFPG Investments sold 70 Colgate-Palmolive shares in Q4 2023, an estimated $5.26K.
  • Colgate-Palmolive made up 0.06% of DFPG Investments's portfolio in Q4 2023, its #275 holding.
  • DFPG Investments first reported a position in Colgate-Palmolive in Q4 2022 and has held it in 5 quarters since.
  • DFPG Investments's Colgate-Palmolive position peaked at $1.38M in Q1 2023.
  • 1,740 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.