JWM
CL icon

Janiczek Wealth Management’s Colgate-Palmolive CL Stock Holding History

Janiczek Wealth 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 		$307K Buy
3,159
+2,408
+321% +$222K 0.06% 127
2024
Q1 		$67.6K Buy
751
+32
+4% +$2.71K 0.01% 365
2023
Q4 		$57.3K Sell
719
-1,135
-61% -$85.3K 0.01% 369
2023
Q3 		$132K Buy
1,854
+945
+104% +$70.7K 0.03% 205
2023
Q2 		$70K Buy
909
+62
+7% +$4.8K 0.02% 272
2023
Q1 		$64K Sell
847
-66
-7% -$4.91K 0.02% 279
2022
Q4 		$70.2K Buy
913
+162
+22% +$12.1K 0.02% 270
2022
Q3 		$51K Sell
751
-72
-9% -$5.65K 0.02% 300
2022
Q2 		$65K Buy
823
+316
+62% +$24.7K 0.02% 267
2022
Q1 		$38K Sell
507
-1,053
-68% -$83.4K 0.01% 347
2021
Q4 		$133K Sell
1,560
-31
-2% -$2.42K 0.04% 152
2021
Q3 		$120K Sell
1,591
-956
-38% -$75.9K 0.04% 151
2021
Q2 		$207K Buy
2,547
+1,349
+113% +$110K 0.08% 80
2021
Q1 		$94K Buy
1,198
+322
+37% +$25.2K 0.04% 146
2020
Q4 		$75K Buy
876
+807
+1,170% +$66.7K 0.04% 138
2020
Q3 		$5K Buy
+69
New +$5.26K ﹤0.01% 331
2019
Q3 		– Sell
-160
Closed -$11K – 168
2019
Q2 		$11K Buy
+160
New +$11.4K 0.01% 136

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Janiczek Wealth Management's CL Position: Q2 2024 in Review

Janiczek Wealth Management increased its Colgate-Palmolive (CL) stake by 321% in Q2 2024, buying an estimated $222K and bringing the position to 3,159 shares worth $307K. The position accounts for 0.06% of the portfolio, ranked #127.

Janiczek Wealth Management first reported a position in CL in Q2 2019 and has held it in 17 quarters since. 1,820 funds tracked by Wall St. Rank hold CL as of Q2 2024.

  • Janiczek Wealth Management held 3,159 shares of Colgate-Palmolive worth $307K as of Q2 2024.
  • Janiczek Wealth Management bought 2,408 Colgate-Palmolive shares in Q2 2024, an estimated $222K.
  • Colgate-Palmolive made up 0.06% of Janiczek Wealth Management's portfolio in Q2 2024, its #127 holding.
  • Janiczek Wealth Management first reported a position in Colgate-Palmolive in Q2 2019 and has held it in 17 quarters since.
  • 1,820 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.