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Ritter Daniher Financial Advisory’s Colgate-Palmolive CL Stock Holding History

Ritter Daniher Financial Advisory’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
Q1 		– Sell
-150
Closed -$12K – 306
2023
Q4 		$12K Hold
150
– – ﹤0.01% 221
2023
Q3 		$10.7K Hold
150
– – ﹤0.01% 222
2023
Q2 		$11.6K Hold
150
– – ﹤0.01% 207
2023
Q1 		$11.3K Buy
+150
New +$11.2K 0.01% 202

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

Ritter Daniher Financial Advisory's CL Position: Q1 2024 in Review

Ritter Daniher Financial Advisory sold out of Colgate-Palmolive (CL) in Q1 2024, closing a stake of 150 shares — an estimated $12K sold.

Ritter Daniher Financial Advisory first reported a position in CL in Q1 2023 and held it in 4 quarters. The position peaked at $12K in Q4 2023. 1,765 funds tracked by Wall St. Rank hold CL as of Q1 2024.

  • Ritter Daniher Financial Advisory reported no remaining Colgate-Palmolive position as of Q1 2024 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 150 Colgate-Palmolive shares in Q1 2024, an estimated $12K.
  • Ritter Daniher Financial Advisory first reported a position in Colgate-Palmolive in Q1 2023 and held it in 4 quarters.
  • Ritter Daniher Financial Advisory's Colgate-Palmolive position peaked at $12K in Q4 2023.
  • 1,765 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2024.

Based on Ritter Daniher Financial Advisory's 13F filing for Q1 2024, filed 13 May 2024.