Polaris Wealth Advisory Group’s Colgate-Palmolive CL Stock Holding History

Polaris Wealth Advisory Group’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 Q3	$7.79M	Sell	109,519 -5,747	-5%	-$430K	0.59%	60
2023 Q2	$8.88M	Sell	115,266 -3,973	-3%	-$308K	0.67%	55
2023 Q1	$8.96M	Sell	119,239 -6,818	-5%	-$507K	0.66%	53
2022 Q4	$9.72M	Buy	+126,057	New	+$9.45M	0.72%	45
2018 Q4	–	Sell	-1,419	Closed	-$95K	–	198
2018 Q3	$95K	Buy	+1,419	New	+$94.5K	0.01%	200
2018 Q2	–	Sell	-1,419	Closed	-$102K	–	279
2018 Q1	$102K	Buy	+1,419	New	+$102K	0.01%	164

Other funds holding CL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Polaris Wealth Advisory Group's CL Position: Q3 2023 in Review

Polaris Wealth Advisory Group reduced its Colgate-Palmolive (CL) stake by 5% in Q3 2023, selling an estimated $430K and leaving 109,519 shares worth $7.79M. The position accounts for 0.59% of the portfolio, ranked #60.

Polaris Wealth Advisory Group first reported a position in CL in Q1 2018 and has held it in 6 quarters since. The position peaked at $9.72M in Q4 2022. 1,620 funds tracked by Wall St. Rank hold CL as of Q3 2023.

Polaris Wealth Advisory Group held 109,519 shares of Colgate-Palmolive worth $7.79M as of Q3 2023.
Polaris Wealth Advisory Group sold 5,747 Colgate-Palmolive shares in Q3 2023, an estimated $430K.
Colgate-Palmolive made up 0.59% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #60 holding.
Polaris Wealth Advisory Group first reported a position in Colgate-Palmolive in Q1 2018 and has held it in 6 quarters since.
Polaris Wealth Advisory Group's Colgate-Palmolive position peaked at $9.72M in Q4 2022.
1,620 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.