Evelyn V. Moreno’s Colgate-Palmolive CL Stock Holding History

Evelyn V. Moreno’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 Q4	$306K	Buy	+3,841	New	+$289K	0.14%	103
2017 Q1	–	Sell	-18,520	Closed	-$1.21M	–	71
2016 Q4	$1.21M	Sell	18,520 -42,140	-69%	-$2.89M	0.44%	52
2016 Q3	$4.5M	Sell	60,660 -1,300	-2%	-$96.1K	1.65%	33
2016 Q2	$4.54M	Hold	61,960	–	–	1.72%	30
2016 Q1	$4.38M	Sell	61,960 -320	-0.5%	-$21.3K	1.69%	30
2015 Q4	$4.15M	Sell	62,280 -15	-0%	-$998	1.73%	28
2015 Q3	$3.95M	Buy	62,295 +60	+0.1%	+$3.92K	1.7%	28
2015 Q2	$4.07M	Sell	62,235 -275	-0.4%	-$18.7K	1.62%	32
2015 Q1	$4.33M	Hold	62,510	–	–	1.64%	29
2014 Q4	$4.33M	Buy	62,510 +1,345	+2%	+$90.8K	1.59%	34
2014 Q3	$3.99M	Buy	61,165 +270	+0.4%	+$17.8K	1.53%	32
2014 Q2	$4.15M	Buy	60,895 +1,315	+2%	+$88.1K	1.56%	28
2014 Q1	$3.87M	Buy	59,580 +225	+0.4%	+$14.2K	1.52%	32
2013 Q4	$3.87M	Buy	+59,355	New	+$3.8M	1.6%	25

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Evelyn V. Moreno's CL Position: Q4 2023 in Review

Evelyn V. Moreno opened a new position in Colgate-Palmolive (CL) in Q4 2023: 3,841 shares worth $306K. The stake represents 0.14% of the portfolio and ranks #103 among its holdings. This is a return to the name: Evelyn V. Moreno previously reported a position in CL as recently as Q4 2016.

Evelyn V. Moreno first reported a position in CL in Q4 2013 and has held it in 14 quarters since. The position peaked at $4.54M in Q2 2016. 1,740 funds tracked by Wall St. Rank hold CL as of Q4 2023.

Evelyn V. Moreno held 3,841 shares of Colgate-Palmolive worth $306K as of Q4 2023.
Colgate-Palmolive was a new Evelyn V. Moreno position in Q4 2023.
Colgate-Palmolive made up 0.14% of Evelyn V. Moreno's portfolio in Q4 2023, its #103 holding.
Evelyn V. Moreno first reported a position in Colgate-Palmolive in Q4 2013 and has held it in 14 quarters since.
Evelyn V. Moreno's Colgate-Palmolive position peaked at $4.54M in Q2 2016.
1,740 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.