Boit C.F. David’s Clorox CLX Stock Holding History

Boit C.F. David’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 Q2	–	Sell	-1,200	Closed	-$193K	–	110
2023 Q1	$193K	Hold	1,200	–	–	0.13%	72
2022 Q4	$168K	Hold	1,200	–	–	0.12%	73
2022 Q3	$154K	Buy	+1,200	New	+$173K	0.13%	70
2022 Q1	$167K	Hold	1,200	–	–	0.11%	75
2021 Q4	$209K	Hold	1,200	–	–	0.13%	74
2021 Q3	$197K	Hold	1,200	–	–	0.14%	75
2021 Q2	$216K	Buy	+1,200	New	+$219K	0.16%	65

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

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

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

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

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

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

Boit C.F. David's CLX Position: Q2 2023 in Review

Boit C.F. David sold out of Clorox (CLX) in Q2 2023, closing a stake of 1,200 shares — an estimated $193K sold.

Boit C.F. David first reported a position in CLX in Q2 2021 and held it in 7 quarters. The position peaked at $216K in Q2 2021. 1,143 funds tracked by Wall St. Rank hold CLX as of Q2 2023.

Boit C.F. David reported no remaining Clorox position as of Q2 2023 after selling out during the quarter.
Boit C.F. David sold 1,200 Clorox shares in Q2 2023, an estimated $193K.
Boit C.F. David first reported a position in Clorox in Q2 2021 and held it in 7 quarters.
Boit C.F. David's Clorox position peaked at $216K in Q2 2021.
1,143 funds tracked by Wall St. Rank held Clorox as of Q2 2023.

Based on Boit C.F. David's 13F filing for Q2 2023, filed 11 Jul 2023.