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Long Island Wealth Management’s Colgate-Palmolive CL Stock Holding History

Long Island 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
Q1 		– Sell
-15
Closed -$1K – 131
2023
Q4 		$1K Buy
+15
New +$1.13K ﹤0.01% 383

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Long Island Wealth Management's CL Position: Q1 2024 in Review

Long Island Wealth Management sold out of Colgate-Palmolive (CL) in Q1 2024, closing a stake of 15 shares — an estimated $1K sold.

Long Island Wealth Management first reported a position in CL in Q4 2023 and held it in 1 quarter. The position peaked at $1K in Q4 2023. 1,765 funds tracked by Wall St. Rank hold CL as of Q1 2024.

  • Long Island Wealth Management reported no remaining Colgate-Palmolive position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 15 Colgate-Palmolive shares in Q1 2024, an estimated $1K.
  • Long Island Wealth Management first reported a position in Colgate-Palmolive in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Colgate-Palmolive position peaked at $1K in Q4 2023.
  • 1,765 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.