DI
CL icon

Disciplined Investments’s Colgate-Palmolive CL Stock Holding History

Disciplined 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
Q3 		– Sell
-885
Closed -$68.2K – 372
2023
Q2 		$68.2K Sell
885
-66
-7% -$5.11K 0.04% 181
2023
Q1 		$71.5K Buy
951
+67
+8% +$4.98K 0.03% 199
2022
Q4 		$69.7K Sell
884
-68
-7% -$5.1K 0.03% 181
2022
Q3 		$67K Hold
952
– – 0.03% 194
2022
Q2 		$76K Buy
952
+5
+0.5% +$391 0.03% 185
2022
Q1 		$72K Buy
947
+38
+4% +$3.01K 0.03% 190
2021
Q4 		$78K Hold
909
– – 0.03% 174
2021
Q3 		$69K Hold
909
– – 0.03% 169
2021
Q2 		$74K Hold
909
– – 0.04% 164
2021
Q1 		$72K Buy
909
+10
+1% +$784 0.04% 151
2020
Q4 		$77K Sell
899
-551
-38% -$45.6K 0.05% 130
2020
Q3 		$112K Sell
1,450
-69
-5% -$5.26K 0.08% 117
2020
Q2 		$111K Sell
1,519
-185
-11% -$13.1K 0.09% 115
2020
Q1 		$113K Buy
1,704
+258
+18% +$18.2K 0.11% 109
2019
Q4 		$100K Buy
+1,446
New +$98.6K 0.08% 117

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Disciplined Investments's CL Position: Q3 2023 in Review

Disciplined Investments sold out of Colgate-Palmolive (CL) in Q3 2023, closing a stake of 885 shares — an estimated $68.2K sold.

Disciplined Investments first reported a position in CL in Q4 2019 and held it in 15 quarters. The position peaked at $113K in Q1 2020. 1,620 funds tracked by Wall St. Rank hold CL as of Q3 2023.

  • Disciplined Investments reported no remaining Colgate-Palmolive position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 885 Colgate-Palmolive shares in Q3 2023, an estimated $68.2K.
  • Disciplined Investments first reported a position in Colgate-Palmolive in Q4 2019 and held it in 15 quarters.
  • Disciplined Investments's Colgate-Palmolive position peaked at $113K in Q1 2020.
  • 1,620 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.