EPG Wealth Management’s Colgate-Palmolive CL Stock Holding History

EPG Wealth Management’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 Q2	–	Sell	-2,522	Closed	-$227K	–	449
2024 Q1	$227K	Buy	2,522 +2	+0.1%	+$169	0.06%	243
2023 Q4	$210K	Buy	+2,520	New	+$189K	0.06%	235
2023 Q1	–	Sell	-2,640	Closed	-$208K	–	414
2022 Q4	$208K	Buy	+2,640	New	+$198K	0.08%	208
2022 Q3	–	Sell	-2,654	Closed	-$213K	–	382
2022 Q2	$213K	Buy	2,654 +19	+0.7%	+$1.49K	0.09%	203
2022 Q1	$200K	Buy	+2,635	New	+$209K	0.07%	237
2020 Q2	–	Sell	-465	Closed	-$31K	–	237
2020 Q1	$31K	Buy	465 +1	+0.2%	+$71	0.02%	337
2019 Q4	$32K	Buy	+464	New	+$31.6K	0.02%	282

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

EPG Wealth Management's CL Position: Q2 2024 in Review

EPG Wealth Management sold out of Colgate-Palmolive (CL) in Q2 2024, closing a stake of 2,522 shares — an estimated $227K sold.

EPG Wealth Management first reported a position in CL in Q4 2019 and held it in 7 quarters. The position peaked at $227K in Q1 2024. 1,819 funds tracked by Wall St. Rank hold CL as of Q2 2024.

EPG Wealth Management reported no remaining Colgate-Palmolive position as of Q2 2024 after selling out during the quarter.
EPG Wealth Management sold 2,522 Colgate-Palmolive shares in Q2 2024, an estimated $227K.
EPG Wealth Management first reported a position in Colgate-Palmolive in Q4 2019 and held it in 7 quarters.
EPG Wealth Management's Colgate-Palmolive position peaked at $227K in Q1 2024.
1,819 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2024.

Based on EPG Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.