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Burleson & Co’s Clorox CLX Stock Holding History

Burleson & Co’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
2022
Q4 		$138K Hold
986
– – 0.03% 140
2022
Q3 		$127K Hold
986
– – 0.03% 154
2022
Q2 		$139K Hold
986
– – 0.03% 138
2022
Q1 		$137K Hold
986
– – 0.02% 154
2021
Q4 		$172K Hold
986
– – 0.03% 144
2021
Q3 		$163K Hold
986
– – 0.02% 138
2021
Q2 		$177K Hold
986
– – 0.03% 144
2021
Q1 		$190K Sell
986
-155
-14% -$29.8K 0.03% 131
2020
Q4 		$230K Buy
1,141
+1
+0.1% +$207 0.04% 123
2020
Q3 		$249K Hold
1,140
– – 0.05% 121
2020
Q2 		$271K Buy
1,140
+53
+5% +$10.6K 0.06% 110
2020
Q1 		$222K Buy
+1,087
New +$180K 0.06% 109

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Burleson & Co's CLX Position: Q4 2022 in Review

Burleson & Co held its Clorox (CLX) position steady in Q4 2022 at 986 shares worth $138K. The position accounts for 0.03% of the portfolio, ranked #140.

Burleson & Co first reported a position in CLX in Q1 2020 and has held it in 12 quarters since. The position peaked at $271K in Q2 2020. 1,108 funds tracked by Wall St. Rank hold CLX as of Q4 2022.

  • Burleson & Co held 986 shares of Clorox worth $138K as of Q4 2022.
  • Burleson & Co left its Clorox share count unchanged in Q4 2022.
  • Clorox made up 0.03% of Burleson & Co's portfolio in Q4 2022, its #140 holding.
  • Burleson & Co first reported a position in Clorox in Q1 2020 and has held it in 12 quarters since.
  • Burleson & Co's Clorox position peaked at $271K in Q2 2020.
  • 1,108 funds tracked by Wall St. Rank held Clorox as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.