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Bell Rock Capital’s Clorox CLX Stock Holding History

Bell Rock Capital’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
2022
Q3 		$623K Buy
+4,852
New +$700K 0.77% 34
2022
Q2 		– Sell
-5,994
Closed -$878K – 44
2022
Q1 		$878K Sell
5,994
-122
-2% -$18.7K 0.82% 30
2021
Q4 		$1.07M Buy
+6,116
New +$1.02M 0.79% 31
2020
Q3 		$1.2M Buy
5,725
+291
+5% +$64.8K 1.46% 20
2020
Q2 		$1.19M Sell
5,434
-576
-10% -$115K 1.55% 21
2020
Q1 		$1.04M Buy
6,010
+342
+6% +$56.5K 1.62% 22
2019
Q4 		$868K Sell
5,668
-2,429
-30% -$363K 0.75% 33
2019
Q3 		$1.23M Buy
8,097
+73
+0.9% +$11.5K 1.09% 29
2019
Q2 		$1.23M Sell
8,024
-290
-3% -$44.3K 1.08% 23
2019
Q1 		$1.33M Sell
8,314
-1,276
-13% -$198K 0.77% 38
2018
Q4 		$1.48M Buy
9,590
+150
+2% +$23.4K 0.99% 29
2018
Q3 		$1.42M Buy
9,440
+135
+1% +$19.2K 0.7% 44
2018
Q2 		$1.26M Sell
9,305
-302
-3% -$37.3K 0.64% 50
2018
Q1 		$1.28M Sell
9,607
-261
-3% -$35.1K 0.68% 44
2017
Q4 		$1.47M Sell
9,868
-1,707
-15% -$232K 0.79% 41
2017
Q3 		$1.52M Sell
11,575
-137
-1% -$18.4K 0.87% 41
2017
Q2 		$1.56M Sell
11,712
-1,557
-12% -$210K 0.96% 34
2017
Q1 		$1.79M Buy
13,269
+631
+5% +$81.7K 1.66% 14
2016
Q4 		$1.52M Buy
+12,638
New +$1.49M 1.6% 18

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bell Rock Capital's CLX Position: Q3 2022 in Review

Bell Rock Capital opened a new position in Clorox (CLX) in Q3 2022: 4,852 shares worth $623K. The stake represents 0.77% of the portfolio and ranks #34 among its holdings. This is a return to the name: Bell Rock Capital previously reported a position in CLX as recently as Q1 2022.

Bell Rock Capital first reported a position in CLX in Q4 2016 and has held it in 19 quarters since. The position peaked at $1.79M in Q1 2017. 1,045 funds tracked by Wall St. Rank hold CLX as of Q3 2022.

  • Bell Rock Capital held 4,852 shares of Clorox worth $623K as of Q3 2022.
  • Clorox was a new Bell Rock Capital position in Q3 2022.
  • Clorox made up 0.77% of Bell Rock Capital's portfolio in Q3 2022, its #34 holding.
  • Bell Rock Capital first reported a position in Clorox in Q4 2016 and has held it in 19 quarters since.
  • Bell Rock Capital's Clorox position peaked at $1.79M in Q1 2017.
  • 1,045 funds tracked by Wall St. Rank held Clorox as of Q3 2022.

Based on Bell Rock Capital's 13F filing for Q3 2022, filed 28 Oct 2022.