Winthrop Advisory Group’s Colgate-Palmolive CL Stock Holding History

Winthrop Advisory Group’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	-2,182	Closed	-$226K	–	159
2024 Q3	$226K	Sell	2,182 -78	-3%	-$7.95K	0.03%	132
2024 Q2	$219K	Sell	2,260 -14	-0.6%	-$1.29K	0.03%	129
2024 Q1	$205K	Buy	+2,274	New	+$193K	0.03%	135
2022 Q3	–	Sell	-2,535	Closed	-$203K	–	120
2022 Q2	$203K	Buy	+2,535	New	+$198K	0.05%	114
2022 Q1	–	Sell	-2,435	Closed	-$208K	–	140
2021 Q4	$208K	Buy	+2,435	New	+$190K	0.04%	134
2019 Q4	–	Sell	-3,226	Closed	-$237K	–	102
2019 Q3	$237K	Buy	3,226 +14	+0.4%	+$1.02K	0.09%	82
2019 Q2	$230K	Sell	3,212 -186	-5%	-$13.2K	0.1%	80
2019 Q1	$233K	Buy	+3,398	New	+$219K	0.1%	83
2018 Q4	–	Sell	-3,127	Closed	-$209K	–	90
2018 Q3	$209K	Buy	3,127 +10	+0.3%	+$666	0.12%	83
2018 Q2	$202K	Sell	3,117 -389	-11%	-$25.4K	0.13%	77
2018 Q1	$233K	Sell	3,506 -111	-3%	-$7.99K	0.16%	70
2017 Q4	$270K	Buy	+3,617	New	+$264K	0.19%	65

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

Winthrop Advisory Group's CL Position: Q4 2024 in Review

Winthrop Advisory Group sold out of Colgate-Palmolive (CL) in Q4 2024, closing a stake of 2,182 shares — an estimated $226K sold.

Winthrop Advisory Group first reported a position in CL in Q4 2017 and held it in 12 quarters. The position peaked at $270K in Q4 2017. 1,932 funds tracked by Wall St. Rank hold CL as of Q4 2024.

Winthrop Advisory Group reported no remaining Colgate-Palmolive position as of Q4 2024 after selling out during the quarter.
Winthrop Advisory Group sold 2,182 Colgate-Palmolive shares in Q4 2024, an estimated $226K.
Winthrop Advisory Group first reported a position in Colgate-Palmolive in Q4 2017 and held it in 12 quarters.
Winthrop Advisory Group's Colgate-Palmolive position peaked at $270K in Q4 2017.
1,932 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

Based on Winthrop Advisory Group's 13F filing for Q4 2024, filed 13 Jan 2025.