Bernzott Capital Advisors’s Clorox CLX Stock Holding History

Bernzott 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
2018 Q3	–	Sell	-1,600	Closed	-$216K	–	47
2018 Q2	$216K	Hold	1,600	–	–	0.03%	48
2018 Q1	$213K	Hold	1,600	–	–	0.03%	44
2017 Q4	$238K	Sell	1,600 -7	-0.4%	-$952	0.03%	42
2017 Q3	$212K	Hold	1,607	–	–	0.03%	46
2017 Q2	$214K	Buy	1,607 +7	+0.4%	+$945	0.04%	46
2017 Q1	$216K	Buy	+1,600	New	+$207K	0.04%	47
2016 Q4	–	Sell	-1,600	Closed	-$200K	–	47
2016 Q3	$200K	Hold	1,600	–	–	0.04%	46
2016 Q2	$221K	Hold	1,600	–	–	0.04%	48
2016 Q1	$202K	Hold	1,600	–	–	0.04%	50
2015 Q4	$203K	Buy	+1,600	New	+$199K	0.04%	49

Other funds holding CLX

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CRC

Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bernzott Capital Advisors's CLX Position: Q3 2018 in Review

Bernzott Capital Advisors sold out of Clorox (CLX) in Q3 2018, closing a stake of 1,600 shares — an estimated $216K sold.

Bernzott Capital Advisors first reported a position in CLX in Q4 2015 and held it in 10 quarters. The position peaked at $238K in Q4 2017. 934 funds tracked by Wall St. Rank hold CLX as of Q3 2018.

Bernzott Capital Advisors reported no remaining Clorox position as of Q3 2018 after selling out during the quarter.
Bernzott Capital Advisors sold 1,600 Clorox shares in Q3 2018, an estimated $216K.
Bernzott Capital Advisors first reported a position in Clorox in Q4 2015 and held it in 10 quarters.
Bernzott Capital Advisors's Clorox position peaked at $238K in Q4 2017.
934 funds tracked by Wall St. Rank held Clorox as of Q3 2018.

Based on Bernzott Capital Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.