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Sutton Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Sutton Wealth Advisors’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 		$112K Buy
1,580
+34
+2% +$2.54K 0.06% 157
2023
Q2 		$119K Sell
1,546
-59
-4% -$4.57K 0.06% 153
2023
Q1 		$121K Sell
1,605
-3,342
-68% -$249K 0.06% 145
2022
Q4 		$390K Sell
4,947
-168
-3% -$12.6K 0.15% 111
2022
Q3 		$359K Hold
5,115
– – 0.15% 103
2022
Q2 		$410K Buy
5,115
+33
+0.6% +$2.58K 0.16% 94
2022
Q1 		$385K Buy
5,082
+43
+0.9% +$3.41K 0.13% 108
2021
Q4 		$430K Sell
5,039
-235
-4% -$18.4K 0.14% 102
2021
Q3 		$399K Sell
5,274
-3
-0.1% -$238 0.15% 107
2021
Q2 		$429K Hold
5,277
– – 0.16% 101
2021
Q1 		$416K Sell
5,277
-19
-0.4% -$1.49K 0.16% 97
2020
Q4 		$453K Buy
5,296
+6
+0.1% +$496 0.19% 88
2020
Q3 		$408K Buy
5,290
+7
+0.1% +$534 0.2% 87
2020
Q2 		$387K Buy
5,283
+8
+0.2% +$568 0.2% 84
2020
Q1 		$350K Sell
5,275
-33
-0.6% -$2.33K 0.22% 78
2019
Q4 		$365K Hold
5,308
– – 0.19% 94
2019
Q3 		$390K Hold
5,308
– – 0.22% 82
2019
Q2 		$380K Sell
5,308
-1,047
-16% -$74.3K 0.22% 85
2019
Q1 		$436K Buy
6,355
+16
+0.3% +$1.03K 0.25% 66
2018
Q4 		$377K Sell
6,339
-170
-3% -$10.6K 0.24% 68
2018
Q3 		$436K Hold
6,509
– – 0.29% 60
2018
Q2 		$422K Sell
6,509
-22
-0.3% -$1.44K 0.29% 58
2018
Q1 		$468K Buy
6,531
+18
+0.3% +$1.29K 0.34% 52
2017
Q4 		$491K Hold
6,513
– – 0.36% 50
2017
Q3 		$474K Hold
6,513
– – 0.36% 51
2017
Q2 		$483K Hold
6,513
– – 0.38% 48
2017
Q1 		$477K Buy
6,513
+4
+0.1% +$280 0.4% 45
2016
Q4 		$426K Hold
6,509
– – 0.38% 46
2016
Q3 		$483K Hold
6,509
– – 0.44% 44
2016
Q2 		$476K Buy
6,509
+2,200
+51% +$157K 0.45% 41
2016
Q1 		$304K Buy
+4,309
New +$287K 0.29% 61

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
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

Sutton Wealth Advisors's CL Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Colgate-Palmolive (CL) stake by 2.2% in Q3 2023, buying an estimated $2.54K and bringing the position to 1,580 shares worth $112K. The position accounts for 0.06% of the portfolio, ranked #157.

Sutton Wealth Advisors first reported a position in CL in Q1 2016 and has held it in 31 quarters since. The position peaked at $491K in Q4 2017. 1,621 funds tracked by Wall St. Rank hold CL as of Q3 2023.

  • Sutton Wealth Advisors held 1,580 shares of Colgate-Palmolive worth $112K as of Q3 2023.
  • Sutton Wealth Advisors bought 34 Colgate-Palmolive shares in Q3 2023, an estimated $2.54K.
  • Colgate-Palmolive made up 0.06% of Sutton Wealth Advisors's portfolio in Q3 2023, its #157 holding.
  • Sutton Wealth Advisors first reported a position in Colgate-Palmolive in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Colgate-Palmolive position peaked at $491K in Q4 2017.
  • 1,621 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.