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Spartan Planning & Wealth Management’s Colgate-Palmolive CL Stock Holding History

Spartan Planning & Wealth Management’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 		$165K Buy
2,075
+2,069
+34,483% +$156K 0.18% 67
2023
Q3 		$427 Buy
+6
New +$449 ﹤0.01% 126
2022
Q4 		$302K Buy
3,829
+3,826
+127,533% +$287K 0.38% 45
2022
Q3 		$0 Sell
3
-2,105
-100% -$165K ﹤0.01% 81
2022
Q2 		$169K Buy
+2,108
New +$165K 0.23% 36

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

Spartan Planning & Wealth Management's CL Position: Q4 2023 in Review

Spartan Planning & Wealth Management increased its Colgate-Palmolive (CL) stake by 34,483% in Q4 2023, buying an estimated $156K and bringing the position to 2,075 shares worth $165K. The position accounts for 0.18% of the portfolio, ranked #67.

Spartan Planning & Wealth Management first reported a position in CL in Q2 2022 and has held it in 5 quarters since. The position peaked at $302K in Q4 2022. 1,740 funds tracked by Wall St. Rank hold CL as of Q4 2023.

  • Spartan Planning & Wealth Management held 2,075 shares of Colgate-Palmolive worth $165K as of Q4 2023.
  • Spartan Planning & Wealth Management bought 2,069 Colgate-Palmolive shares in Q4 2023, an estimated $156K.
  • Colgate-Palmolive made up 0.18% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #67 holding.
  • Spartan Planning & Wealth Management first reported a position in Colgate-Palmolive in Q2 2022 and has held it in 5 quarters since.
  • Spartan Planning & Wealth Management's Colgate-Palmolive position peaked at $302K in Q4 2022.
  • 1,740 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.