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Epic Trust Investment Advisors’s Colgate-Palmolive CL Stock Holding History

Epic Trust Investment Advisors’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 		$290K Buy
2,984
+490
+20% +$45.2K 0.32% 79
2024
Q1 		$225K Buy
+2,494
New +$211K 0.28% 103
2023
Q3 		– Sell
-2,753
Closed -$212K – 91
2023
Q2 		$212K Buy
+2,753
New +$213K 0.3% 97

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Epic Trust Investment Advisors's CL Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its Colgate-Palmolive (CL) stake by 20% in Q2 2024, buying an estimated $45.2K and bringing the position to 2,984 shares worth $290K. The position accounts for 0.32% of the portfolio, ranked #79.

Epic Trust Investment Advisors first reported a position in CL in Q2 2023 and has held it in 3 quarters since. 1,820 funds tracked by Wall St. Rank hold CL as of Q2 2024.

  • Epic Trust Investment Advisors held 2,984 shares of Colgate-Palmolive worth $290K as of Q2 2024.
  • Epic Trust Investment Advisors bought 490 Colgate-Palmolive shares in Q2 2024, an estimated $45.2K.
  • Colgate-Palmolive made up 0.32% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #79 holding.
  • Epic Trust Investment Advisors first reported a position in Colgate-Palmolive in Q2 2023 and has held it in 3 quarters since.
  • 1,820 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.