Wintrust Investments’s Colgate-Palmolive CL Stock Holding History

Wintrust Investments’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	$33K	Buy	+362	New	+$34.5K	0.03%	308
2020 Q3	–	Sell	-2,839	Closed	-$208K	–	356
2020 Q2	$208K	Buy	+2,839	New	+$202K	0.03%	322
2019 Q3	–	Sell	-3,227	Closed	-$231K	–	360
2019 Q2	$231K	Sell	3,227 -458	-12%	-$32.5K	0.04%	330
2019 Q1	$253K	Sell	3,685 -407	-10%	-$26.3K	0.04%	294
2018 Q4	$244K	Buy	4,092 +182	+5%	+$11.4K	0.05%	283
2018 Q3	$262K	Sell	3,910 -132	-3%	-$8.79K	0.04%	302
2018 Q2	$262K	Buy	+4,042	New	+$264K	0.05%	300
2018 Q1	–	Sell	-8,246	Closed	-$622K	–	264
2017 Q4	$622K	Buy	8,246 +30	+0.4%	+$2.19K	0.15%	149
2017 Q3	$599K	Sell	8,216 -93	-1%	-$6.7K	0.15%	144
2017 Q2	$616K	Buy	8,309 +757	+10%	+$56.2K	0.16%	139
2017 Q1	$553K	Buy	+7,552	New	+$529K	0.16%	150

Other funds holding CL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Wintrust Investments's CL Position: Q4 2024 in Review

Wintrust Investments opened a new position in Colgate-Palmolive (CL) in Q4 2024: 362 shares worth $33K. The stake represents 0.03% of the portfolio and ranks #308 among its holdings. This is a return to the name: Wintrust Investments previously reported a position in CL as recently as Q2 2020.

Wintrust Investments first reported a position in CL in Q1 2017 and has held it in 11 quarters since. The position peaked at $622K in Q4 2017. 1,935 funds tracked by Wall St. Rank hold CL as of Q4 2024.

Wintrust Investments held 362 shares of Colgate-Palmolive worth $33K as of Q4 2024.
Colgate-Palmolive was a new Wintrust Investments position in Q4 2024.
Colgate-Palmolive made up 0.03% of Wintrust Investments's portfolio in Q4 2024, its #308 holding.
Wintrust Investments first reported a position in Colgate-Palmolive in Q1 2017 and has held it in 11 quarters since.
Wintrust Investments's Colgate-Palmolive position peaked at $622K in Q4 2017.
1,935 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.