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BTR Capital Management’s Clorox CLX Stock Holding History

BTR 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
2021
Q3 		– Sell
-1,110
Closed -$200K – 165
2021
Q2 		$200K Buy
+1,110
New +$203K 0.03% 168
2019
Q2 		– Sell
-2,100
Closed -$337K – 172
2019
Q1 		$337K Sell
2,100
-100
-5% -$15.5K 0.06% 129
2018
Q4 		$339K Sell
2,200
-101
-4% -$15.7K 0.07% 130
2018
Q3 		$346K Hold
2,301
– – 0.06% 125
2018
Q2 		$311K Sell
2,301
-50
-2% -$6.17K 0.06% 110
2018
Q1 		$313K Hold
2,351
– – 0.06% 115
2017
Q4 		$350K Buy
2,351
+301
+15% +$41K 0.07% 113
2017
Q3 		$270K Hold
2,050
– – 0.06% 129
2017
Q2 		$273K Hold
2,050
– – 0.06% 130
2017
Q1 		$276K Hold
2,050
– – 0.06% 130
2016
Q4 		$257K Hold
2,050
– – 0.06% 140
2016
Q3 		$257K Buy
+2,050
New +$269K 0.06% 140

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $609B AUM 40.19% 1-Year Est. Return

BTR Capital Management's CLX Position: Q3 2021 in Review

BTR Capital Management sold out of Clorox (CLX) in Q3 2021, closing a stake of 1,110 shares — an estimated $200K sold.

BTR Capital Management first reported a position in CLX in Q3 2016 and held it in 12 quarters. The position peaked at $350K in Q4 2017. 1,136 funds tracked by Wall St. Rank hold CLX as of Q3 2021.

  • BTR Capital Management reported no remaining Clorox position as of Q3 2021 after selling out during the quarter.
  • BTR Capital Management sold 1,110 Clorox shares in Q3 2021, an estimated $200K.
  • BTR Capital Management first reported a position in Clorox in Q3 2016 and held it in 12 quarters.
  • BTR Capital Management's Clorox position peaked at $350K in Q4 2017.
  • 1,136 funds tracked by Wall St. Rank held Clorox as of Q3 2021.

Based on BTR Capital Management's 13F filing for Q3 2021, filed 18 Oct 2021.