Lugano Financial Advisors SA (LFA)’s Colgate-Palmolive CL Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2025 Q1	–	Sell	-700	Closed	-$63.6K	–	193
2024 Q4	$63.6K	Hold	700	–	–	0.04%	133
2024 Q3	$72.7K	Hold	700	–	–	0.05%	128
2024 Q2	$67.9K	Buy	+700	New	+$64.6K	0.05%	121
2023 Q3	–	Sell	-300	Closed	-$23.1K	–	186
2023 Q2	$23.1K	Buy	+300	New	+$23.2K	0.02%	150
2021 Q3	–	Sell	-10,390	Closed	-$845K	–	104
2021 Q2	$845K	Buy	10,390 +170	+2%	+$13.9K	0.53%	33
2021 Q1	$806K	Buy	10,220 +106	+1%	+$8.31K	0.56%	33
2020 Q4	$865K	Buy	10,114 +32	+0.3%	+$2.65K	0.67%	28
2020 Q3	$799K	Buy	+10,082	New	+$769K	0.74%	31

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s CL Position: Q1 2025 in Review

Lugano Financial Advisors SA (LFA) sold out of Colgate-Palmolive (CL) in Q1 2025, closing a stake of 700 shares — an estimated $63.6K sold.

Lugano Financial Advisors SA (LFA) first reported a position in CL in Q3 2020 and held it in 8 quarters. The position peaked at $865K in Q4 2020. 1,942 funds tracked by Wall St. Rank hold CL as of Q1 2025.

Lugano Financial Advisors SA (LFA) reported no remaining Colgate-Palmolive position as of Q1 2025 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 700 Colgate-Palmolive shares in Q1 2025, an estimated $63.6K.
Lugano Financial Advisors SA (LFA) first reported a position in Colgate-Palmolive in Q3 2020 and held it in 8 quarters.
Lugano Financial Advisors SA (LFA)'s Colgate-Palmolive position peaked at $865K in Q4 2020.
1,942 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2025.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2025, filed 28 Apr 2025.