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Balasa Dinverno & Foltz’s Clorox CLX Stock Holding History

Balasa Dinverno & Foltz’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
2021
Q2 		– Sell
-2,531
Closed -$488K – 330
2021
Q1 		$488K Sell
2,531
-1,202
-32% -$231K 0.04% 180
2020
Q4 		$754K Sell
3,733
-242
-6% -$50.1K 0.06% 128
2020
Q3 		$835K Sell
3,975
-271
-6% -$60.3K 0.08% 110
2020
Q2 		$931K Buy
+4,246
New +$848K 0.1% 81

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Balasa Dinverno & Foltz's CLX Position: Q2 2021 in Review

Balasa Dinverno & Foltz sold out of Clorox (CLX) in Q2 2021, closing a stake of 2,531 shares — an estimated $488K sold.

Balasa Dinverno & Foltz first reported a position in CLX in Q2 2020 and held it in 4 quarters. The position peaked at $931K in Q2 2020. 1,170 funds tracked by Wall St. Rank hold CLX as of Q2 2021.

  • Balasa Dinverno & Foltz reported no remaining Clorox position as of Q2 2021 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 2,531 Clorox shares in Q2 2021, an estimated $488K.
  • Balasa Dinverno & Foltz first reported a position in Clorox in Q2 2020 and held it in 4 quarters.
  • Balasa Dinverno & Foltz's Clorox position peaked at $931K in Q2 2020.
  • 1,170 funds tracked by Wall St. Rank held Clorox as of Q2 2021.

Based on Balasa Dinverno & Foltz's 13F filing for Q2 2021, filed 23 Jul 2021.