Geller Advisors’s Colgate-Palmolive CL Stock Holding History

Geller Advisors’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	-2,093	Closed	-$217K	–	258
2024 Q3	$217K	Sell	2,093 -15	-0.7%	-$1.53K	0.02%	248
2024 Q2	$205K	Buy	+2,108	New	+$194K	0.02%	262
2022 Q4	–	Sell	-4,214	Closed	-$296K	–	152
2022 Q3	$296K	Buy	4,214 +1,572	+60%	+$123K	0.06%	81
2022 Q2	$212K	Buy	2,642 +2	+0.1%	+$156	0.04%	127
2022 Q1	$200K	Buy	+2,640	New	+$209K	0.04%	170
2021 Q3	–	Sell	-3,287	Closed	-$267K	–	158
2021 Q2	$267K	Sell	3,287 -42	-1%	-$3.43K	0.06%	104
2021 Q1	$262K	Buy	3,329 +1,441	+76%	+$113K	0.06%	91
2020 Q4	$331K	Buy	+1,888	New	+$156K	0.08%	69
2019 Q4	–	Sell	-3,585	Closed	-$264K	–	65
2019 Q3	$264K	Buy	+3,585	New	+$260K	0.1%	47

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geller Advisors's CL Position: Q4 2024 in Review

Geller Advisors sold out of Colgate-Palmolive (CL) in Q4 2024, closing a stake of 2,093 shares — an estimated $217K sold.

Geller Advisors first reported a position in CL in Q3 2019 and held it in 9 quarters. The position peaked at $331K in Q4 2020. 1,932 funds tracked by Wall St. Rank hold CL as of Q4 2024.

Geller Advisors reported no remaining Colgate-Palmolive position as of Q4 2024 after selling out during the quarter.
Geller Advisors sold 2,093 Colgate-Palmolive shares in Q4 2024, an estimated $217K.
Geller Advisors first reported a position in Colgate-Palmolive in Q3 2019 and held it in 9 quarters.
Geller Advisors's Colgate-Palmolive position peaked at $331K in Q4 2020.
1,932 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

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