CFG
CLX icon

Capstone Financial Group’s Clorox CLX Stock Holding History

Capstone Financial 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
2020
Q3 		$357K Buy
1,690
+17
+1% +$3.79K 0.28% 56
2020
Q2 		$374K Sell
1,673
-74
-4% -$14.8K 0.31% 51
2020
Q1 		$303K Buy
1,747
+13
+0.7% +$2.15K 0.31% 53
2019
Q4 		$266K Buy
+1,734
New +$259K 0.26% 66

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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capstone Financial Group's CLX Position: Q3 2020 in Review

Capstone Financial Group increased its Clorox (CLX) stake by 1% in Q3 2020, buying an estimated $3.79K and bringing the position to 1,690 shares worth $357K. The position accounts for 0.28% of the portfolio, ranked #56.

Capstone Financial Group first reported a position in CLX in Q4 2019 and has held it in 4 quarters since. The position peaked at $374K in Q2 2020. 1,202 funds tracked by Wall St. Rank hold CLX as of Q3 2020.

  • Capstone Financial Group held 1,690 shares of Clorox worth $357K as of Q3 2020.
  • Capstone Financial Group bought 17 Clorox shares in Q3 2020, an estimated $3.79K.
  • Clorox made up 0.28% of Capstone Financial Group's portfolio in Q3 2020, its #56 holding.
  • Capstone Financial Group first reported a position in Clorox in Q4 2019 and has held it in 4 quarters since.
  • Capstone Financial Group's Clorox position peaked at $374K in Q2 2020.
  • 1,202 funds tracked by Wall St. Rank held Clorox as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.