Investment Research & Advisory Group’s Colgate-Palmolive CL Stock Holding History

Investment Research & Advisory Group’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
2023 Q3	–	Sell	-1,171	Closed	-$90.2K	–	218
2023 Q2	$90.2K	Hold	1,171	–	–	0.05%	83
2023 Q1	$88K	Hold	1,171	–	–	0.06%	78
2022 Q4	$92.3K	Hold	1,171	–	–	0.06%	77
2022 Q3	$82K	Hold	1,171	–	–	0.06%	79
2022 Q2	$92K	Hold	1,171	–	–	0.07%	82
2022 Q1	$89K	Hold	1,171	–	–	0.06%	92
2021 Q4	$100K	Hold	1,171	–	–	0.06%	81
2021 Q3	$89K	Hold	1,171	–	–	0.06%	85
2021 Q2	$95K	Hold	1,171	–	–	0.06%	92
2021 Q1	$92K	Hold	1,171	–	–	0.07%	80
2020 Q4	$100K	Hold	1,171	–	–	0.07%	73
2020 Q3	$90K	Hold	1,171	–	–	0.07%	74
2020 Q2	$85K	Hold	1,171	–	–	0.08%	72
2020 Q1	$78K	Hold	1,171	–	–	0.07%	71
2019 Q4	$81K	Buy	+1,171	New	+$79.8K	0.07%	80

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

Investment Research & Advisory Group's CL Position: Q3 2023 in Review

Investment Research & Advisory Group sold out of Colgate-Palmolive (CL) in Q3 2023, closing a stake of 1,171 shares — an estimated $90.2K sold.

Investment Research & Advisory Group first reported a position in CL in Q4 2019 and held it in 15 quarters. The position peaked at $100K in Q4 2021. 1,620 funds tracked by Wall St. Rank hold CL as of Q3 2023.

Investment Research & Advisory Group reported no remaining Colgate-Palmolive position as of Q3 2023 after selling out during the quarter.
Investment Research & Advisory Group sold 1,171 Colgate-Palmolive shares in Q3 2023, an estimated $90.2K.
Investment Research & Advisory Group first reported a position in Colgate-Palmolive in Q4 2019 and held it in 15 quarters.
Investment Research & Advisory Group's Colgate-Palmolive position peaked at $100K in Q4 2021.
1,620 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2023.

Based on Investment Research & Advisory Group's 13F filing for Q3 2023, filed 19 Oct 2023.