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Milestone Investment Advisors’s Colgate-Palmolive CL Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-1,758
Closed -$125K – 186
2023
Q3 		$125K Buy
+1,758
New +$131K 0.04% 133
2023
Q2 		– Sell
-1,758
Closed -$132K – 181
2023
Q1 		$132K Buy
+1,758
New +$131K 0.04% 128

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Milestone Investment Advisors's CL Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Colgate-Palmolive (CL) in Q4 2023, closing a stake of 1,758 shares — an estimated $125K sold.

Milestone Investment Advisors first reported a position in CL in Q1 2023 and held it in 2 quarters. The position peaked at $132K in Q1 2023. 1,740 funds tracked by Wall St. Rank hold CL as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Colgate-Palmolive position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 1,758 Colgate-Palmolive shares in Q4 2023, an estimated $125K.
  • Milestone Investment Advisors first reported a position in Colgate-Palmolive in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Colgate-Palmolive position peaked at $132K in Q1 2023.
  • 1,740 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.