Worth Asset Management’s Colgate-Palmolive CL Stock Holding History

Worth Asset Management’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
2023 Q3	–	Sell	-142	Closed	-$10.9K	–	146
2023 Q2	$10.9K	Buy	+142	New	+$11K	0.01%	296

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Worth Asset Management's CL Position: Q3 2023 in Review

Worth Asset Management sold out of Colgate-Palmolive (CL) in Q3 2023, closing a stake of 142 shares — an estimated $10.9K sold.

Worth Asset Management first reported a position in CL in Q2 2023 and held it in 1 quarter. The position peaked at $10.9K in Q2 2023. 1,621 funds tracked by Wall St. Rank hold CL as of Q3 2023.

Worth Asset Management reported no remaining Colgate-Palmolive position as of Q3 2023 after selling out during the quarter.
Worth Asset Management sold 142 Colgate-Palmolive shares in Q3 2023, an estimated $10.9K.
Worth Asset Management first reported a position in Colgate-Palmolive in Q2 2023 and held it in 1 quarter.
Worth Asset Management's Colgate-Palmolive position peaked at $10.9K in Q2 2023.
1,621 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2023.

Based on Worth Asset Management's 13F filing for Q3 2023, filed 11 Oct 2023.