De Burlo Group’s Clorox CLX Stock Holding History

De Burlo 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
2023 Q2	–	Sell	-1,416	Closed	-$224K	–	87
2023 Q1	$224K	Buy	+1,416	New	+$212K	0.04%	90
2022 Q4	–	Sell	-2,016	Closed	-$259K	–	97
2022 Q3	$259K	Sell	2,016 -7,999	-80%	-$1.15M	0.06%	74
2022 Q2	$1.41M	Buy	10,015 +7,999	+397%	+$1.14M	0.4%	25
2022 Q1	$280K	Sell	2,016 -100	-5%	-$15.3K	0.05%	77
2021 Q4	$369K	Hold	2,116	–	–	0.05%	87
2021 Q3	$350K	Hold	2,116	–	–	0.06%	87
2021 Q2	$381K	Hold	2,116	–	–	0.06%	79
2021 Q1	$408K	Sell	2,116 -12,750	-86%	-$2.45M	0.07%	80
2020 Q4	$3M	Sell	14,866 -44,850	-75%	-$9.28M	0.49%	46
2020 Q3	$12.6M	Buy	59,716 +57,850	+3,100%	+$12.9M	2.28%	18
2020 Q2	$323K	Hold	1,866	–	–	0.09%	59
2020 Q1	$323K	Buy	1,866 +150	+9%	+$24.8K	0.09%	59
2019 Q4	$263K	Buy	+1,716	New	+$256K	0.05%	78

Other funds holding CLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

De Burlo Group's CLX Position: Q2 2023 in Review

De Burlo Group sold out of Clorox (CLX) in Q2 2023, closing a stake of 1,416 shares — an estimated $224K sold.

De Burlo Group first reported a position in CLX in Q4 2019 and held it in 13 quarters. The position peaked at $12.6M in Q3 2020. 1,143 funds tracked by Wall St. Rank hold CLX as of Q2 2023.

De Burlo Group reported no remaining Clorox position as of Q2 2023 after selling out during the quarter.
De Burlo Group sold 1,416 Clorox shares in Q2 2023, an estimated $224K.
De Burlo Group first reported a position in Clorox in Q4 2019 and held it in 13 quarters.
De Burlo Group's Clorox position peaked at $12.6M in Q3 2020.
1,143 funds tracked by Wall St. Rank held Clorox as of Q2 2023.

Based on De Burlo Group's 13F filing for Q2 2023, filed 14 Aug 2023.