Family Management’s Colgate-Palmolive CL Stock Holding History

Family 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 Q4	–	Sell	-34,957	Closed	-$3.63M	–	206
2024 Q3	$3.63M	Buy	+34,957	New	+$3.56M	0.6%	45

Other funds holding CL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Family Management's CL Position: Q4 2024 in Review

Family Management sold out of Colgate-Palmolive (CL) in Q4 2024, closing a stake of 34,957 shares — an estimated $3.63M sold.

Family Management first reported a position in CL in Q3 2024 and held it in 1 quarter. The position peaked at $3.63M in Q3 2024. 1,936 funds tracked by Wall St. Rank hold CL as of Q4 2024.

Family Management reported no remaining Colgate-Palmolive position as of Q4 2024 after selling out during the quarter.
Family Management sold 34,957 Colgate-Palmolive shares in Q4 2024, an estimated $3.63M.
Family Management first reported a position in Colgate-Palmolive in Q3 2024 and held it in 1 quarter.
Family Management's Colgate-Palmolive position peaked at $3.63M in Q3 2024.
1,936 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

Based on Family Management's 13F filing for Q4 2024, filed 14 Feb 2025.