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First Trust Direct Indexing’s Colgate-Palmolive CL Stock Holding History

First Trust Direct Indexing’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
-46,671
Closed -$4.84M – 168
2024
Q3 		$4.84M Buy
46,671
+11,324
+32% +$1.15M 0.26% 73
2024
Q2 		$3.43M Buy
35,347
+6,293
+22% +$581K 0.21% 88
2024
Q1 		$2.62M Sell
29,054
-1,164
-4% -$98.6K 0.19% 103
2023
Q4 		$2.41M Buy
30,218
+6,033
+25% +$454K 0.22% 101
2023
Q3 		$1.72M Buy
24,185
+1,859
+8% +$139K 0.2% 116
2023
Q2 		$1.72M Buy
22,326
+1,510
+7% +$117K 0.19% 116
2023
Q1 		$1.56M Sell
20,816
-91
-0.4% -$6.77K 0.19% 127
2022
Q4 		$1.65M Sell
20,907
-686
-3% -$51.4K 0.22% 111
2022
Q3 		$1.52M Sell
21,593
-880
-4% -$69K 0.22% 106
2022
Q2 		$1.8M Buy
22,473
+3,338
+17% +$261K 0.25% 85
2022
Q1 		$1.45M Buy
19,135
+1,026
+6% +$81.3K 0.18% 135
2021
Q4 		$1.54M Sell
18,109
-73
-0.4% -$5.7K 0.2% 109
2021
Q3 		$1.37M Buy
18,182
+1,572
+9% +$125K 0.2% 112
2021
Q2 		$1.35M Buy
16,610
+4,472
+37% +$366K 0.2% 114
2021
Q1 		$957K Buy
12,138
+1,269
+12% +$99.5K 0.26% 101
2020
Q4 		$929K Buy
+10,869
New +$899K 0.25% 89

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

First Trust Direct Indexing's CL Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Colgate-Palmolive (CL) in Q4 2024, closing a stake of 46,671 shares — an estimated $4.84M sold.

First Trust Direct Indexing first reported a position in CL in Q4 2020 and held it in 16 quarters. The position peaked at $4.84M in Q3 2024. 1,932 funds tracked by Wall St. Rank hold CL as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Colgate-Palmolive position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 46,671 Colgate-Palmolive shares in Q4 2024, an estimated $4.84M.
  • First Trust Direct Indexing first reported a position in Colgate-Palmolive in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Colgate-Palmolive position peaked at $4.84M in Q3 2024.
  • 1,932 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.