FTIS
CL icon

First Trust Investment Solutions’s Colgate-Palmolive CL Stock Holding History

First Trust Investment Solutions’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
Q3 		$1.18M Buy
11,415
+1,494
+15% +$152K 0.13% 127
2024
Q2 		$963K Buy
9,921
+5,856
+144% +$540K 0.14% 128
2024
Q1 		$366K Buy
4,065
+961
+31% +$81.4K 0.06% 166
2023
Q4 		$247K Buy
+3,104
New +$233K 0.05% 202

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

First Trust Investment Solutions's CL Position: Q3 2024 in Review

First Trust Investment Solutions increased its Colgate-Palmolive (CL) stake by 15% in Q3 2024, buying an estimated $152K and bringing the position to 11,415 shares worth $1.18M. The position accounts for 0.13% of the portfolio, ranked #127.

First Trust Investment Solutions first reported a position in CL in Q4 2023 and has held it in 4 quarters since. 1,909 funds tracked by Wall St. Rank hold CL as of Q3 2024.

  • First Trust Investment Solutions held 11,415 shares of Colgate-Palmolive worth $1.18M as of Q3 2024.
  • First Trust Investment Solutions bought 1,494 Colgate-Palmolive shares in Q3 2024, an estimated $152K.
  • Colgate-Palmolive made up 0.13% of First Trust Investment Solutions's portfolio in Q3 2024, its #127 holding.
  • First Trust Investment Solutions first reported a position in Colgate-Palmolive in Q4 2023 and has held it in 4 quarters since.
  • 1,909 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.