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

Kelly 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
Q3 		– Sell
-457
Closed -$44.4K – 224
2024
Q2 		$44.4K Buy
457
+2
+0.4% +$184 0.02% 240
2024
Q1 		$41K Buy
455
+2
+0.4% +$169 0.02% 246
2023
Q4 		$36.1K Buy
453
+2
+0.4% +$150 0.01% 238
2023
Q3 		$32K Buy
451
+3
+0.7% +$224 0.01% 231
2023
Q2 		$34.5K Buy
448
+2
+0.4% +$155 0.02% 230
2023
Q1 		$33.5K Buy
446
+3
+0.7% +$223 0.02% 224
2022
Q4 		$34.9K Buy
443
+1
+0.2% +$75 0.02% 209
2022
Q3 		$31.1K Buy
442
+1
+0.2% +$78 0.02% 210
2022
Q2 		$35.4K Buy
441
+1
+0.2% +$78 0.02% 196
2022
Q1 		$33.4K Buy
440
+1
+0.2% +$79 0.02% 223
2021
Q4 		$37.5K Buy
439
+1
+0.2% +$78 0.02% 214
2021
Q3 		$33.1K Sell
438
-35,120
-99% -$2.79M 0.02% 209
2021
Q2 		$437K Buy
35,558
+35,122
+8,056% +$2.87M 0.02% 199
2021
Q1 		$34.4K Buy
436
+1
+0.2% +$78 0.02% 167
2020
Q4 		$37.2K Buy
435
+2
+0.5% +$165 0.03% 140
2020
Q3 		$33.4K Buy
433
+2
+0.5% +$152 0.02% 129
2020
Q2 		$31.6K Sell
431
-48
-10% -$3.41K 0.02% 124
2020
Q1 		$31.8K Buy
479
+53
+12% +$3.74K 0.04% 107
2019
Q4 		$29.4K Buy
426
+2
+0.5% +$136 0.02% 126
2019
Q3 		$31.2K Sell
424
-24
-5% -$1.74K 0.03% 115
2019
Q2 		$32.1K Buy
448
+3
+0.7% +$213 0.03% 112
2019
Q1 		$30.5K Buy
+445
New +$28.7K 0.03% 115

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Kelly Financial Services's CL Position: Q3 2024 in Review

Kelly Financial Services sold out of Colgate-Palmolive (CL) in Q3 2024, closing a stake of 457 shares — an estimated $44.4K sold.

Kelly Financial Services first reported a position in CL in Q1 2019 and held it in 22 quarters. The position peaked at $437K in Q2 2021. 1,909 funds tracked by Wall St. Rank hold CL as of Q3 2024.

  • Kelly Financial Services reported no remaining Colgate-Palmolive position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 457 Colgate-Palmolive shares in Q3 2024, an estimated $44.4K.
  • Kelly Financial Services first reported a position in Colgate-Palmolive in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's Colgate-Palmolive position peaked at $437K in Q2 2021.
  • 1,909 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.