Truepoint Inc’s Colgate-Palmolive CL Stock Holding History

Truepoint Inc’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 Q1	–	Sell	-6,955	Closed	-$554K	–	143
2023 Q4	$554K	Buy	+6,955	New	+$523K	0.02%	120

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Truepoint Inc's CL Position: Q1 2024 in Review

Truepoint Inc sold out of Colgate-Palmolive (CL) in Q1 2024, closing a stake of 6,955 shares — an estimated $554K sold.

Truepoint Inc first reported a position in CL in Q4 2023 and held it in 1 quarter. The position peaked at $554K in Q4 2023. 1,765 funds tracked by Wall St. Rank hold CL as of Q1 2024.

Truepoint Inc reported no remaining Colgate-Palmolive position as of Q1 2024 after selling out during the quarter.
Truepoint Inc sold 6,955 Colgate-Palmolive shares in Q1 2024, an estimated $554K.
Truepoint Inc first reported a position in Colgate-Palmolive in Q4 2023 and held it in 1 quarter.
Truepoint Inc's Colgate-Palmolive position peaked at $554K in Q4 2023.
1,765 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.