Eagle Ridge Investment Management’s Colgate-Palmolive CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$1.47M Sell
16,144
-8
-0% -$763 0.13% 58
2024
Q3
$1.68M Buy
16,152
+8
+0% +$815 0.15% 56
2024
Q2
$1.57M Hold
16,144
0.15% 59
2024
Q1
$1.45M Sell
16,144
-2,213
-12% -$188K 0.13% 61
2023
Q4
$1.46M Buy
18,357
+1,800
+11% +$135K 0.14% 63
2023
Q3
$1.18M Sell
16,557
-800
-5% -$59.8K 0.13% 64
2023
Q2
$1.34M Buy
17,357
+800
+5% +$61.9K 0.14% 63
2023
Q1
$1.24M Hold
16,557
0.14% 67
2022
Q4
$1.3M Hold
16,557
0.15% 68
2022
Q3
$1.16M Hold
16,557
0.15% 70
2022
Q2
$1.33M Hold
16,557
0.16% 69
2022
Q1
$1.26M Hold
16,557
0.13% 73
2021
Q4
$1.41M Hold
16,557
0.15% 74
2021
Q3
$1.25M Hold
16,557
0.14% 72
2021
Q2
$1.35M Sell
16,557
-131
-0.8% -$10.7K 0.16% 68
2021
Q1
$1.31M Sell
16,688
-1,000
-6% -$78.4K 0.16% 69
2020
Q4
$1.51M Hold
17,688
0.19% 67
2020
Q3
$1.36M Buy
17,688
+68
+0.4% +$5.18K 0.19% 65
2020
Q2
$1.29M Hold
17,620
0.2% 65
2020
Q1
$1.17M Hold
17,620
0.2% 65
2019
Q4
$1.21M Hold
17,620
0.16% 70
2019
Q3
$1.29M Hold
17,620
0.19% 69
2019
Q2
$1.26M Hold
17,620
0.18% 71
2019
Q1
$1.21M Hold
17,620
0.18% 71
2018
Q4
$1.05M Hold
17,620
0.18% 71
2018
Q3
$1.18M Sell
17,620
-5,800
-25% -$386K 0.17% 73
2018
Q2
$1.52M Hold
23,420
0.23% 68
2018
Q1
$1.68M Sell
23,420
-1,500
-6% -$108K 0.26% 68
2017
Q4
$1.88M Hold
24,920
0.29% 67
2017
Q3
$1.81M Buy
+24,920
New +$1.8M 0.3% 68
2017
Q2
Sell
-9,600
Closed -$703K 139
2017
Q1
$703K Hold
9,600
0.14% 81
2016
Q4
$628K Sell
9,600
-600
-6% -$41.1K 0.13% 84
2016
Q3
$756K Sell
10,200
-128
-1% -$9.46K 0.17% 82
2016
Q2
$756K Buy
10,328
+478
+5% +$34K 0.17% 83
2016
Q1
$696K Hold
9,850
0.16% 85
2015
Q4
$656K Buy
9,850
+250
+3% +$16.6K 0.16% 85
2015
Q3
$609K Buy
+9,600
New +$627K 0.16% 83

Other funds holding CL

Eagle Ridge Investment Management's CL Position: Q4 2024 in Review

Eagle Ridge Investment Management reduced its Colgate-Palmolive (CL) stake by 0.05% in Q4 2024, selling an estimated $763 and leaving 16,144 shares worth $1.47M. The position accounts for 0.13% of the portfolio, ranked #58.

Eagle Ridge Investment Management first reported a position in CL in Q3 2015 and has held it in 37 quarters since. The position peaked at $1.88M in Q4 2017. 1,932 funds tracked by Wall St. Rank hold CL as of Q4 2024.

  • Eagle Ridge Investment Management held 16,144 shares of Colgate-Palmolive worth $1.47M as of Q4 2024.
  • Eagle Ridge Investment Management sold 8 Colgate-Palmolive shares in Q4 2024, an estimated $763.
  • Colgate-Palmolive made up 0.13% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #58 holding.
  • Eagle Ridge Investment Management first reported a position in Colgate-Palmolive in Q3 2015 and has held it in 37 quarters since.
  • Eagle Ridge Investment Management's Colgate-Palmolive position peaked at $1.88M in Q4 2017.
  • 1,932 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.