Sugarloaf Wealth Management’s Colgate-Palmolive CL Stock Holding History

Sugarloaf 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
2024 Q4	$6.54K	Hold	72	–	–	﹤0.01%	546
2024 Q3	$7.43K	Sell	72 -11	-13%	-$1.12K	﹤0.01%	529
2024 Q2	$8.08K	Hold	83	–	–	﹤0.01%	498
2024 Q1	$7.46K	Buy	83 +1	+1%	+$85	﹤0.01%	511
2023 Q4	$6.57K	Hold	82	–	–	﹤0.01%	525
2023 Q3	$5.83K	Hold	82	–	–	﹤0.01%	520
2023 Q2	$6.29K	Buy	82 +1	+1%	+$77	﹤0.01%	528
2023 Q1	$6.1K	Hold	81	–	–	﹤0.01%	531
2022 Q4	$6.36K	Hold	81	–	–	﹤0.01%	549
2022 Q3	$6K	Buy	81 +1	+1%	+$78	﹤0.01%	583
2022 Q2	$6K	Hold	80	–	–	﹤0.01%	580
2022 Q1	$6K	Hold	80	–	–	﹤0.01%	543
2021 Q4	$7K	Buy	80 +1	+1%	+$78	﹤0.01%	549
2021 Q3	$6K	Hold	79	–	–	﹤0.01%	582
2021 Q2	$6K	Buy	79 +1	+1%	+$82	﹤0.01%	579
2021 Q1	$6	Hold	78	–	–	﹤0.01%	563
2020 Q4	$7K	Buy	78 +1	+1%	+$83	﹤0.01%	504
2020 Q3	$6K	Hold	77	–	–	﹤0.01%	498
2020 Q2	$6K	Buy	77 +1	+1%	+$71	﹤0.01%	494
2020 Q1	$5K	Hold	76	–	–	﹤0.01%	503
2019 Q4	$5K	Buy	+76	New	+$5.18K	﹤0.01%	538

Other funds holding CL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Sugarloaf Wealth Management's CL Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Colgate-Palmolive (CL) position steady in Q4 2024 at 72 shares worth $6.54K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Sugarloaf Wealth Management first reported a position in CL in Q4 2019 and has held it in 21 quarters since. The position peaked at $8.08K in Q2 2024. 1,932 funds tracked by Wall St. Rank hold CL as of Q4 2024.

Sugarloaf Wealth Management held 72 shares of Colgate-Palmolive worth $6.54K as of Q4 2024.
Sugarloaf Wealth Management left its Colgate-Palmolive share count unchanged in Q4 2024.
Colgate-Palmolive made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #546 holding.
Sugarloaf Wealth Management first reported a position in Colgate-Palmolive in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Colgate-Palmolive position peaked at $8.08K in Q2 2024.
1,932 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.