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Simplicity Solutions’s Colgate-Palmolive CL Stock Holding History

Simplicity Solutions’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 		$1.83M Buy
22,953
+4,820
+27% +$362K 0.05% 315
2023
Q3 		$1.29M Sell
18,133
-2,994
-14% -$224K 0.04% 364
2023
Q2 		$1.63M Buy
21,127
+3,253
+18% +$252K 0.04% 361
2023
Q1 		$1.34M Buy
17,874
+6,275
+54% +$467K 0.04% 406
2022
Q4 		$914K Sell
11,599
-477
-4% -$35.8K 0.12% 210
2022
Q3 		$848K Buy
12,076
+6,781
+128% +$532K 0.12% 206
2022
Q2 		$424K Buy
5,295
+1,413
+36% +$110K 0.06% 345
2022
Q1 		$294K Sell
3,882
-4,094
-51% -$324K 0.04% 454
2021
Q4 		$680K Buy
7,976
+4,087
+105% +$319K 0.08% 314
2021
Q3 		$294K Buy
3,889
+171
+5% +$13.6K 0.05% 448
2021
Q2 		$302K Buy
3,718
+592
+19% +$48.4K 0.06% 376
2021
Q1 		$246K Sell
3,126
-9,665
-76% -$758K 0.05% 411
2020
Q4 		$1.09M Sell
12,791
-2,026
-14% -$168K 0.02% 518
2020
Q3 		$1.14M Sell
14,817
-222
-1% -$16.9K 0.02% 455
2020
Q2 		$1.1M Buy
15,039
+6,467
+75% +$459K 0.02% 446
2020
Q1 		$569K Sell
8,572
-528
-6% -$37.2K 0.02% 460
2019
Q4 		$627K Sell
9,100
-218
-2% -$14.9K 0.02% 485
2019
Q3 		$685K Buy
9,318
+2,704
+41% +$196K 0.03% 365
2019
Q2 		$474K Sell
6,614
-42,706
-87% -$3.03M 0.02% 358
2019
Q1 		$3.38M Buy
49,320
+29,829
+153% +$1.93M 0.2% 105
2018
Q4 		$1.16M Buy
+19,491
New +$1.22M 0.15% 157
2017
Q4 		– Sell
-4,464
Closed -$325K – 367
2017
Q3 		$325K Hold
4,464
– – 0.22% 140
2017
Q2 		$331K Buy
+4,464
New +$331K 0.04% 300

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

Simplicity Solutions's CL Position: Q4 2023 in Review

Simplicity Solutions increased its Colgate-Palmolive (CL) stake by 27% in Q4 2023, buying an estimated $362K and bringing the position to 22,953 shares worth $1.83M. The position accounts for 0.05% of the portfolio, ranked #315.

Simplicity Solutions first reported a position in CL in Q2 2017 and has held it in 23 quarters since. The position peaked at $3.38M in Q1 2019. 1,740 funds tracked by Wall St. Rank hold CL as of Q4 2023.

  • Simplicity Solutions held 22,953 shares of Colgate-Palmolive worth $1.83M as of Q4 2023.
  • Simplicity Solutions bought 4,820 Colgate-Palmolive shares in Q4 2023, an estimated $362K.
  • Colgate-Palmolive made up 0.05% of Simplicity Solutions's portfolio in Q4 2023, its #315 holding.
  • Simplicity Solutions first reported a position in Colgate-Palmolive in Q2 2017 and has held it in 23 quarters since.
  • Simplicity Solutions's Colgate-Palmolive position peaked at $3.38M in Q1 2019.
  • 1,740 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.