Caprock Group’s Clorox CLX Stock Holding History

Caprock Group’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
2025 Q1	–	Sell	-3,145	Closed	-$511K	–	1095
2024 Q4	$511K	Buy	3,145 +304	+11%	+$49.7K	0.02%	617
2024 Q3	$463K	Buy	2,841 +239	+9%	+$35.4K	0.02%	593
2024 Q2	$355K	Buy	2,602 +1,286	+98%	+$179K	0.01%	636
2024 Q1	$202K	Buy	+1,316	New	+$196K	0.01%	677
2023 Q2	–	Sell	-1,634	Closed	-$259K	–	667
2023 Q1	$259K	Buy	+1,634	New	+$245K	0.02%	527
2022 Q4	–	Sell	-1,695	Closed	-$218K	–	563
2022 Q3	$218K	Sell	1,695 -116	-6%	-$16.7K	0.02%	498
2022 Q2	$255K	Buy	1,811 +347	+24%	+$49.6K	0.03%	425
2022 Q1	$204K	Buy	+1,464	New	+$224K	0.02%	557
2021 Q4	–	Sell	-1,593	Closed	-$264K	–	587
2021 Q3	$264K	Buy	1,593 +275	+21%	+$47.4K	0.02%	419
2021 Q2	$237K	Sell	1,318 -1,813	-58%	-$331K	0.02%	447
2021 Q1	$604K	Sell	3,131 -91	-3%	-$17.5K	0.07%	210
2020 Q4	$651K	Sell	3,222 -21	-0.6%	-$4.34K	0.07%	188
2020 Q3	$682K	Buy	3,243 +723	+29%	+$161K	0.09%	164
2020 Q2	$553K	Hold	2,520	–	–	0.08%	178
2020 Q1	$437K	Buy	+2,520	New	+$416K	0.08%	175

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada

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

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return