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Heritage Financial Services’s Colgate-Palmolive CL Stock Holding History

Heritage Financial Services’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
-2,043
Closed -$212K – 119
2024
Q3 		$212K Buy
+2,043
New +$208K 0.03% 104
2022
Q3 		– Sell
-2,096
Closed -$167K – 137
2022
Q2 		$167K Buy
+2,096
New +$164K 0.09% 75

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

Heritage Financial Services's CL Position: Q4 2024 in Review

Heritage Financial Services sold out of Colgate-Palmolive (CL) in Q4 2024, closing a stake of 2,043 shares — an estimated $212K sold.

Heritage Financial Services first reported a position in CL in Q2 2022 and held it in 2 quarters. The position peaked at $212K in Q3 2024. 1,932 funds tracked by Wall St. Rank hold CL as of Q4 2024.

  • Heritage Financial Services reported no remaining Colgate-Palmolive position as of Q4 2024 after selling out during the quarter.
  • Heritage Financial Services sold 2,043 Colgate-Palmolive shares in Q4 2024, an estimated $212K.
  • Heritage Financial Services first reported a position in Colgate-Palmolive in Q2 2022 and held it in 2 quarters.
  • Heritage Financial Services's Colgate-Palmolive position peaked at $212K in Q3 2024.
  • 1,932 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

Based on Heritage Financial Services's 13F filing for Q4 2024, filed 23 Jan 2025.