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Berman Capital Advisors’s Clorox CLX Stock Holding History

Berman Capital Advisors’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
Q3 		$102K Buy
616
+98
+19% +$16.9K 0.02% 435
2021
Q2 		$93K Sell
518
-8
-2% -$1.46K 0.01% 402
2021
Q1 		$101K Buy
526
+127
+32% +$24.4K 0.02% 306
2020
Q4 		$80K Buy
399
+72
+22% +$14.9K 0.02% 293
2020
Q3 		$68K Sell
327
-59
-15% -$13.1K 0.02% 277
2020
Q2 		$84K Buy
386
+56
+17% +$11.2K 0.02% 243
2020
Q1 		$57K Buy
330
+4
+1% +$661 0.02% 271
2019
Q4 		$49K Hold
326
– – 0.01% 325
2019
Q3 		$49K Buy
326
+37
+13% +$5.85K 0.02% 302
2019
Q2 		$44K Sell
289
-64
-18% -$9.78K 0.01% 323
2019
Q1 		$56K Buy
353
+72
+26% +$11.2K 0.02% 258
2018
Q4 		$42K Buy
+281
New +$43.8K 0.02% 270

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $544B AUM 28.31% 1-Year Est. Return

Berman Capital Advisors's CLX Position: Q3 2021 in Review

Berman Capital Advisors increased its Clorox (CLX) stake by 19% in Q3 2021, buying an estimated $16.9K and bringing the position to 616 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #435.

Berman Capital Advisors first reported a position in CLX in Q4 2018 and has held it in 12 quarters since. 1,135 funds tracked by Wall St. Rank hold CLX as of Q3 2021.

  • Berman Capital Advisors held 616 shares of Clorox worth $102K as of Q3 2021.
  • Berman Capital Advisors bought 98 Clorox shares in Q3 2021, an estimated $16.9K.
  • Clorox made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #435 holding.
  • Berman Capital Advisors first reported a position in Clorox in Q4 2018 and has held it in 12 quarters since.
  • 1,135 funds tracked by Wall St. Rank held Clorox as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.