The Family Firm’s Colgate-Palmolive CL Stock Holding History

The Family Firm’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	-867	Closed	-$84.1K	–	316
2024 Q2	$84.1K	Buy	+867	New	+$80K	0.02%	305

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

The Family Firm's CL Position: Q3 2024 in Review

The Family Firm sold out of Colgate-Palmolive (CL) in Q3 2024, closing a stake of 867 shares — an estimated $84.1K sold.

The Family Firm first reported a position in CL in Q2 2024 and held it in 1 quarter. The position peaked at $84.1K in Q2 2024. 1,909 funds tracked by Wall St. Rank hold CL as of Q3 2024.

The Family Firm reported no remaining Colgate-Palmolive position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 867 Colgate-Palmolive shares in Q3 2024, an estimated $84.1K.
The Family Firm first reported a position in Colgate-Palmolive in Q2 2024 and held it in 1 quarter.
The Family Firm's Colgate-Palmolive position peaked at $84.1K in Q2 2024.
1,909 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.