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Ergoteles’s Colgate-Palmolive CL Stock Holding History

Ergoteles’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
-37,099
Closed -$2.86M – 193
2023
Q2 		$2.86M Buy
37,099
+18,029
+95% +$1.4M 0.14% 186
2023
Q1 		$1.43M Buy
+19,070
New +$1.42M 0.06% 373
2021
Q2 		– Sell
-149,008
Closed -$11.7M – 1513
2021
Q1 		$11.7M Buy
149,008
+120,506
+423% +$9.45M 0.37% 70
2020
Q4 		$2.44M Buy
+28,502
New +$2.36M 0.08% 231

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

Ergoteles's CL Position: Q3 2023 in Review

Ergoteles sold out of Colgate-Palmolive (CL) in Q3 2023, closing a stake of 37,099 shares — an estimated $2.86M sold.

Ergoteles first reported a position in CL in Q4 2020 and held it in 4 quarters. The position peaked at $11.7M in Q1 2021. 1,620 funds tracked by Wall St. Rank hold CL as of Q3 2023.

  • Ergoteles reported no remaining Colgate-Palmolive position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 37,099 Colgate-Palmolive shares in Q3 2023, an estimated $2.86M.
  • Ergoteles first reported a position in Colgate-Palmolive in Q4 2020 and held it in 4 quarters.
  • Ergoteles's Colgate-Palmolive position peaked at $11.7M in Q1 2021.
  • 1,620 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2023.

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