Institutional & Family Asset Management’s Colgate-Palmolive CL Stock Holding History

Institutional & Family Asset Management’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 Q2	$74.8K	Buy	771 +5	+0.7%	+$461	0.01%	208
2024 Q1	$69K	Hold	766	–	–	0.01%	213
2023 Q4	$61.1K	Hold	766	–	–	0.01%	219
2023 Q3	$54.5K	Hold	766	–	–	0.01%	212
2023 Q2	$59K	Sell	766 -26	-3%	-$2.01K	0.01%	214
2023 Q1	$59.5K	Hold	792	–	–	0.01%	210
2022 Q4	$62.4K	Hold	792	–	–	0.01%	206
2022 Q3	$56K	Hold	792	–	–	0.01%	213
2022 Q2	$63K	Hold	792	–	–	0.01%	208
2022 Q1	$60K	Hold	792	–	–	0.01%	240
2021 Q4	$68K	Hold	792	–	–	0.01%	240
2021 Q3	$60K	Hold	792	–	–	0.01%	298
2021 Q2	$64K	Hold	792	–	–	0.01%	304
2021 Q1	$62K	Hold	792	–	–	0.01%	329
2020 Q4	$68K	Hold	792	–	–	0.01%	290
2020 Q3	$61K	Hold	792	–	–	0.01%	261
2020 Q2	$58K	Hold	792	–	–	0.01%	292
2020 Q1	$53K	Hold	792	–	–	0.01%	269
2019 Q4	$55K	Hold	792	–	–	0.01%	306
2019 Q3	$58K	Hold	792	–	–	0.01%	279
2019 Q2	$57K	Hold	792	–	–	0.01%	297
2019 Q1	$54K	Hold	792	–	–	0.01%	317
2018 Q4	$47K	Hold	792	–	–	0.01%	333
2018 Q3	$53K	Hold	792	–	–	0.01%	346
2018 Q2	$51K	Hold	792	–	–	0.01%	345
2018 Q1	$57K	Buy	+792	New	+$57K	0.01%	314

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Institutional & Family Asset Management's CL Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Colgate-Palmolive (CL) stake by 0.65% in Q2 2024, buying an estimated $461 and bringing the position to 771 shares worth $74.8K. The position accounts for 0.01% of the portfolio, ranked #208.

Institutional & Family Asset Management first reported a position in CL in Q1 2018 and has held it in 26 quarters since. 1,819 funds tracked by Wall St. Rank hold CL as of Q2 2024.

Institutional & Family Asset Management held 771 shares of Colgate-Palmolive worth $74.8K as of Q2 2024.
Institutional & Family Asset Management bought 5 Colgate-Palmolive shares in Q2 2024, an estimated $461.
Colgate-Palmolive made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #208 holding.
Institutional & Family Asset Management first reported a position in Colgate-Palmolive in Q1 2018 and has held it in 26 quarters since.
1,819 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.