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Strategic Financial Concepts’s Colgate-Palmolive CL Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-183,780
Closed -$11.9K – 318
2024
Q2 		$11.9K Buy
+183,780
New +$17M 0.01% 391

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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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Strategic Financial Concepts's CL Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Colgate-Palmolive (CL) in Q3 2024, closing a stake of 183,780 shares — an estimated $11.9K sold.

Strategic Financial Concepts first reported a position in CL in Q2 2024 and held it in 1 quarter. The position peaked at $11.9K in Q2 2024. 1,909 funds tracked by Wall St. Rank hold CL as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Colgate-Palmolive position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 183,780 Colgate-Palmolive shares in Q3 2024, an estimated $11.9K.
  • Strategic Financial Concepts first reported a position in Colgate-Palmolive in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Colgate-Palmolive position peaked at $11.9K in Q2 2024.
  • 1,909 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.