Long Run Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Long Run Wealth Advisors’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	–	Sell	-1,998	Closed	-$207K	–	103
2024 Q3	$207K	Buy	+1,998	New	+$204K	0.05%	100

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Long Run Wealth Advisors's CL Position: Q4 2024 in Review

Long Run Wealth Advisors sold out of Colgate-Palmolive (CL) in Q4 2024, closing a stake of 1,998 shares — an estimated $207K sold.

Long Run Wealth Advisors first reported a position in CL in Q3 2024 and held it in 1 quarter. The position peaked at $207K in Q3 2024. 1,932 funds tracked by Wall St. Rank hold CL as of Q4 2024.

Long Run Wealth Advisors reported no remaining Colgate-Palmolive position as of Q4 2024 after selling out during the quarter.
Long Run Wealth Advisors sold 1,998 Colgate-Palmolive shares in Q4 2024, an estimated $207K.
Long Run Wealth Advisors first reported a position in Colgate-Palmolive in Q3 2024 and held it in 1 quarter.
Long Run Wealth Advisors's Colgate-Palmolive position peaked at $207K in Q3 2024.
1,932 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

Based on Long Run Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.