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Ategra Capital Management’s Clorox CLX Stock Holding History

Ategra Capital Management’s Portfolio CLX Stock Details CLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,186
Closed -$260K – 88
2020
Q2 		$260K Hold
1,186
– – 0.25% 74
2020
Q1 		$205K Buy
+1,186
New +$196K 0.24% 74

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ategra Capital Management's CLX Position: Q3 2020 in Review

Ategra Capital Management sold out of Clorox (CLX) in Q3 2020, closing a stake of 1,186 shares — an estimated $260K sold.

Ategra Capital Management first reported a position in CLX in Q1 2020 and held it in 2 quarters. The position peaked at $260K in Q2 2020. 1,202 funds tracked by Wall St. Rank hold CLX as of Q3 2020.

  • Ategra Capital Management reported no remaining Clorox position as of Q3 2020 after selling out during the quarter.
  • Ategra Capital Management sold 1,186 Clorox shares in Q3 2020, an estimated $260K.
  • Ategra Capital Management first reported a position in Clorox in Q1 2020 and held it in 2 quarters.
  • Ategra Capital Management's Clorox position peaked at $260K in Q2 2020.
  • 1,202 funds tracked by Wall St. Rank held Clorox as of Q3 2020.

Based on Ategra Capital Management's 13F filing for Q3 2020, filed 14 Feb 2025.