Okabena Investment Services’s Colgate-Palmolive CL Stock Holding History

Okabena Investment Services’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	-700	Closed	-$49.8K	–	107
2023 Q3	$49.8K	Hold	700	–	–	0.04%	69
2023 Q2	$53.9K	Buy	700 +591	+542%	+$45.7K	0.04%	71
2023 Q1	$11.5K	Sell	109 -591	-84%	-$43.9K	0.01%	93
2022 Q4	$55.2K	Hold	700	–	–	0.04%	95
2022 Q3	$49K	Hold	700	–	–	0.02%	137
2022 Q2	$56K	Hold	700	–	–	0.03%	130
2022 Q1	$53K	Hold	700	–	–	0.02%	137
2021 Q4	$60K	Hold	700	–	–	0.02%	145
2021 Q3	$53K	Hold	700	–	–	0.03%	93
2021 Q2	$57K	Hold	700	–	–	0.03%	87
2021 Q1	$55K	Hold	700	–	–	0.03%	64
2020 Q4	$60K	Hold	700	–	–	0.04%	62
2020 Q3	$54K	Hold	700	–	–	0.04%	65
2020 Q2	$51K	Buy	+700	New	+$49.7K	0.04%	61

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Okabena Investment Services's CL Position: Q4 2023 in Review

Okabena Investment Services sold out of Colgate-Palmolive (CL) in Q4 2023, closing a stake of 700 shares — an estimated $49.8K sold.

Okabena Investment Services first reported a position in CL in Q2 2020 and held it in 14 quarters. The position peaked at $60K in Q4 2021. 1,740 funds tracked by Wall St. Rank hold CL as of Q4 2023.

Okabena Investment Services reported no remaining Colgate-Palmolive position as of Q4 2023 after selling out during the quarter.
Okabena Investment Services sold 700 Colgate-Palmolive shares in Q4 2023, an estimated $49.8K.
Okabena Investment Services first reported a position in Colgate-Palmolive in Q2 2020 and held it in 14 quarters.
Okabena Investment Services's Colgate-Palmolive position peaked at $60K in Q4 2021.
1,740 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2023.

Based on Okabena Investment Services's 13F filing for Q4 2023, filed 14 Feb 2024.