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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Birch Capital Management's CLX Position: Q1 2023 in Review

Birch Capital Management sold out of Clorox (CLX) in Q1 2023, closing a stake of 47 shares — an estimated $6.65K sold.

Birch Capital Management first reported a position in CLX in Q4 2019 and held it in 12 quarters. The position peaked at $491K in Q2 2020. 1,139 funds tracked by Wall St. Rank hold CLX as of Q1 2023.

Birch Capital Management reported no remaining Clorox position as of Q1 2023 after selling out during the quarter.
Birch Capital Management sold 47 Clorox shares in Q1 2023, an estimated $6.65K.
Birch Capital Management first reported a position in Clorox in Q4 2019 and held it in 12 quarters.
Birch Capital Management's Clorox position peaked at $491K in Q2 2020.
1,139 funds tracked by Wall St. Rank held Clorox as of Q1 2023.

Based on Birch Capital Management's 13F filing for Q1 2023, filed 10 Apr 2023.