Birch Capital Management’s Clorox CLX Stock Holding History

Birch 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
2023 Q1	–	Sell	-47	Closed	-$6.65K	–	101
2022 Q4	$6.65K	Hold	47	–	–	﹤0.01%	94
2022 Q3	$6.08K	Buy	+47	New	+$6.78K	﹤0.01%	93
2022 Q2	–	Sell	-1,475	Closed	-$205K	–	103
2022 Q1	$205K	Hold	1,475	–	–	0.13%	64
2021 Q4	$257K	Sell	1,475 -89	-6%	-$14.8K	0.15%	60
2021 Q3	$259K	Hold	1,564	–	–	0.18%	55
2021 Q2	$281K	Sell	1,564 -616	-28%	-$112K	0.19%	55
2021 Q1	$420K	Hold	2,180	–	–	0.31%	50
2020 Q4	$440K	Sell	2,180 -57	-3%	-$11.8K	0.34%	48
2020 Q3	$470K	Hold	2,237	–	–	0.41%	43
2020 Q2	$491K	Sell	2,237 -59	-3%	-$11.8K	0.46%	42
2020 Q1	$398K	Sell	2,296 -31	-1%	-$5.12K	0.46%	42
2019 Q4	$357K	Buy	+2,327	New	+$348K	0.35%	48

Other funds holding CLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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