McGowan Group Asset Management’s Colgate-Palmolive CL Stock Holding History

McGowan Group Asset 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 Q4	–	Sell	-2,217	Closed	-$230K	–	126
2024 Q3	$230K	Sell	2,217 -139	-6%	-$14.2K	0.03%	117
2024 Q2	$229K	Hold	2,356	–	–	0.03%	115
2024 Q1	$212K	Buy	+2,356	New	+$200K	0.03%	126
2023 Q3	–	Sell	-4,369	Closed	-$337K	–	128
2023 Q2	$337K	Buy	4,369 +445	+11%	+$34.4K	0.05%	107
2023 Q1	$295K	Buy	+3,924	New	+$292K	0.05%	111

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

McGowan Group Asset Management's CL Position: Q4 2024 in Review

McGowan Group Asset Management sold out of Colgate-Palmolive (CL) in Q4 2024, closing a stake of 2,217 shares — an estimated $230K sold.

McGowan Group Asset Management first reported a position in CL in Q1 2023 and held it in 5 quarters. The position peaked at $337K in Q2 2023. 1,932 funds tracked by Wall St. Rank hold CL as of Q4 2024.

McGowan Group Asset Management reported no remaining Colgate-Palmolive position as of Q4 2024 after selling out during the quarter.
McGowan Group Asset Management sold 2,217 Colgate-Palmolive shares in Q4 2024, an estimated $230K.
McGowan Group Asset Management first reported a position in Colgate-Palmolive in Q1 2023 and held it in 5 quarters.
McGowan Group Asset Management's Colgate-Palmolive position peaked at $337K in Q2 2023.
1,932 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

Based on McGowan Group Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.