Wealth Effects’s Colgate-Palmolive CL Stock Holding History

Wealth Effects’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	–	Sell	-1,980	Closed	-$206K	–	217
2024 Q3	$206K	Sell	1,980 -187	-9%	-$19.1K	0.07%	199
2024 Q2	$210K	Buy	+2,167	New	+$200K	0.08%	186

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

Wealth Effects's CL Position: Q4 2024 in Review

Wealth Effects sold out of Colgate-Palmolive (CL) in Q4 2024, closing a stake of 1,980 shares — an estimated $206K sold.

Wealth Effects first reported a position in CL in Q2 2024 and held it in 2 quarters. The position peaked at $210K in Q2 2024. 1,932 funds tracked by Wall St. Rank hold CL as of Q4 2024.

Wealth Effects reported no remaining Colgate-Palmolive position as of Q4 2024 after selling out during the quarter.
Wealth Effects sold 1,980 Colgate-Palmolive shares in Q4 2024, an estimated $206K.
Wealth Effects first reported a position in Colgate-Palmolive in Q2 2024 and held it in 2 quarters.
Wealth Effects's Colgate-Palmolive position peaked at $210K in Q2 2024.
1,932 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

Based on Wealth Effects's 13F filing for Q4 2024, filed 22 Jan 2025.