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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,480
Closed -$225K 50
2024
Q4
$225K Buy
+2,480
New +$237K 0.07% 87

Other funds holding CL

Sovereign Investment Advisors's CL Position: Q1 2025 in Review

Sovereign Investment Advisors sold out of Colgate-Palmolive (CL) in Q1 2025, closing a stake of 2,480 shares — an estimated $225K sold.

Sovereign Investment Advisors first reported a position in CL in Q4 2024 and held it in 1 quarter. The position peaked at $225K in Q4 2024. 1,942 funds tracked by Wall St. Rank hold CL as of Q1 2025.

  • Sovereign Investment Advisors reported no remaining Colgate-Palmolive position as of Q1 2025 after selling out during the quarter.
  • Sovereign Investment Advisors sold 2,480 Colgate-Palmolive shares in Q1 2025, an estimated $225K.
  • Sovereign Investment Advisors first reported a position in Colgate-Palmolive in Q4 2024 and held it in 1 quarter.
  • Sovereign Investment Advisors's Colgate-Palmolive position peaked at $225K in Q4 2024.
  • 1,942 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2025.

Based on Sovereign Investment Advisors's 13F filing for Q1 2025, filed 8 May 2025.