Charter Oak Capital Management’s Clorox CLX Stock Holding History

Charter Oak 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
2022 Q3	–	Sell	-252	Closed	-$36K	–	279
2022 Q2	$36K	Hold	252	–	–	﹤0.01%	375
2022 Q1	$35K	Hold	252	–	–	﹤0.01%	410
2021 Q4	$44K	Hold	252	–	–	0.01%	369
2021 Q3	$42K	Sell	252 -23	-8%	-$3.96K	0.01%	349
2021 Q2	$49K	Buy	275 +23	+9%	+$4.2K	0.01%	316
2021 Q1	$49K	Hold	252	–	–	0.01%	316
2020 Q4	$51K	Buy	+252	New	+$52.1K	0.01%	288

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 $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

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

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

Charter Oak Capital Management's CLX Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Clorox (CLX) in Q3 2022, closing a stake of 252 shares — an estimated $36K sold.

Charter Oak Capital Management first reported a position in CLX in Q4 2020 and held it in 7 quarters. The position peaked at $51K in Q4 2020. 1,045 funds tracked by Wall St. Rank hold CLX as of Q3 2022.

Charter Oak Capital Management reported no remaining Clorox position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 252 Clorox shares in Q3 2022, an estimated $36K.
Charter Oak Capital Management first reported a position in Clorox in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's Clorox position peaked at $51K in Q4 2020.
1,045 funds tracked by Wall St. Rank held Clorox as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.