GYL Financial Synergies’s Colgate-Palmolive CL Stock Holding History

GYL Financial Synergies’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	$714K	Sell	6,879 -364	-5%	-$37.1K	0.05%	210
2024 Q2	$703K	Buy	7,243 +21	+0.3%	+$1.94K	0.05%	210
2024 Q1	$650K	Buy	7,222 +133	+2%	+$11.3K	0.05%	214
2023 Q4	$565K	Buy	7,089 +141	+2%	+$10.6K	0.05%	228
2023 Q3	$494K	Sell	6,948 -106	-2%	-$7.93K	0.05%	235
2023 Q2	$543K	Buy	7,054 +2,067	+41%	+$160K	0.05%	232
2023 Q1	$375K	Buy	+4,987	New	+$371K	0.04%	217
2021 Q1	–	Sell	-4,277	Closed	-$366K	–	178
2020 Q4	$366K	Buy	4,277 +191	+5%	+$15.8K	0.21%	117
2020 Q3	$315K	Buy	4,086 +150	+4%	+$11.4K	0.21%	120
2020 Q2	$288K	Buy	3,936 +905	+30%	+$64.3K	0.21%	120
2020 Q1	$201K	Sell	3,031 -1,510	-33%	-$106K	0.13%	137
2019 Q4	$313K	Buy	+4,541	New	+$310K	0.14%	122

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 $3.37T AUM 44.26% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

GYL Financial Synergies's CL Position: Q3 2024 in Review

GYL Financial Synergies reduced its Colgate-Palmolive (CL) stake by 5% in Q3 2024, selling an estimated $37.1K and leaving 6,879 shares worth $714K. The position accounts for 0.05% of the portfolio, ranked #210.

GYL Financial Synergies first reported a position in CL in Q4 2019 and has held it in 12 quarters since. 1,911 funds tracked by Wall St. Rank hold CL as of Q3 2024.

GYL Financial Synergies held 6,879 shares of Colgate-Palmolive worth $714K as of Q3 2024.
GYL Financial Synergies sold 364 Colgate-Palmolive shares in Q3 2024, an estimated $37.1K.
Colgate-Palmolive made up 0.05% of GYL Financial Synergies's portfolio in Q3 2024, its #210 holding.
GYL Financial Synergies first reported a position in Colgate-Palmolive in Q4 2019 and has held it in 12 quarters since.
1,911 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.