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Lake Street Advisors Group’s Colgate-Palmolive CL Stock Holding History

Lake Street Advisors 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
2024
Q4 		$474K Buy
5,216
+221
+4% +$21.1K 0.02% 338
2024
Q3 		$519K Sell
4,995
-5
-0.1% -$510 0.02% 329
2024
Q2 		$485K Buy
5,000
+70
+1% +$6.46K 0.02% 326
2024
Q1 		$444K Buy
4,930
+60
+1% +$5.08K 0.02% 361
2023
Q4 		$388K Buy
+4,870
New +$366K 0.02% 376
2021
Q3 		– Sell
-3,793
Closed -$299K – 264
2021
Q2 		$299K Sell
3,793
-63
-2% -$5.15K 0.02% 244
2021
Q1 		$304K Buy
3,856
+386
+11% +$30.3K 0.02% 236
2020
Q4 		$297K Sell
3,470
-30
-0.9% -$2.48K 0.02% 225
2020
Q3 		$270K Sell
3,500
-11
-0.3% -$839 0.03% 222
2020
Q2 		$257K Buy
3,511
+117
+3% +$8.31K 0.03% 222
2020
Q1 		$225K Buy
+3,394
New +$239K 0.03% 209
2018
Q3 		– Sell
-3,889
Closed -$252K – 237
2018
Q2 		$252K Sell
3,889
-534
-12% -$34.9K 0.03% 262
2018
Q1 		$317K Sell
4,423
-650
-13% -$46.8K 0.04% 188
2017
Q4 		$383K Buy
+5,073
New +$370K 0.04% 172

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

Lake Street Advisors Group's CL Position: Q4 2024 in Review

Lake Street Advisors Group increased its Colgate-Palmolive (CL) stake by 4.4% in Q4 2024, buying an estimated $21.1K and bringing the position to 5,216 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #338.

Lake Street Advisors Group first reported a position in CL in Q4 2017 and has held it in 14 quarters since. The position peaked at $519K in Q3 2024. 1,933 funds tracked by Wall St. Rank hold CL as of Q4 2024.

  • Lake Street Advisors Group held 5,216 shares of Colgate-Palmolive worth $474K as of Q4 2024.
  • Lake Street Advisors Group bought 221 Colgate-Palmolive shares in Q4 2024, an estimated $21.1K.
  • Colgate-Palmolive made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #338 holding.
  • Lake Street Advisors Group first reported a position in Colgate-Palmolive in Q4 2017 and has held it in 14 quarters since.
  • Lake Street Advisors Group's Colgate-Palmolive position peaked at $519K in Q3 2024.
  • 1,933 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.