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Steward Financial Group’s Colgate-Palmolive CL Stock Holding History

Steward Financial 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 		$4K Buy
+68
New +$5.08K ﹤0.01% 697
2022
Q3 		– Sell
-151
Closed -$12K – 312
2022
Q2 		$12K Buy
+151
New +$11.8K 0.01% 214

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Financial Group's CL Position: Q3 2023 in Review

Steward Financial Group opened a new position in Colgate-Palmolive (CL) in Q3 2023: 68 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #697 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CL as recently as Q2 2022.

Steward Financial Group first reported a position in CL in Q2 2022 and has held it in 2 quarters since. The position peaked at $12K in Q2 2022. 1,620 funds tracked by Wall St. Rank hold CL as of Q3 2023.

  • Steward Financial Group held 68 shares of Colgate-Palmolive worth $4K as of Q3 2023.
  • Colgate-Palmolive was a new Steward Financial Group position in Q3 2023.
  • Colgate-Palmolive made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #697 holding.
  • Steward Financial Group first reported a position in Colgate-Palmolive in Q2 2022 and has held it in 2 quarters since.
  • Steward Financial Group's Colgate-Palmolive position peaked at $12K in Q2 2022.
  • 1,620 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.