DI
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Disciplined Investments’s Clorox CLX Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-16
Closed -$2.54K – 378
2023
Q2 		$2.54K Hold
16
– – ﹤0.01% 569
2023
Q1 		$2.53K Hold
16
– – ﹤0.01% 584
2022
Q4 		$2.25K Sell
16
-3
-16% -$426 ﹤0.01% 587
2022
Q3 		$2K Buy
19
+7
+58% +$1.01K ﹤0.01% 597
2022
Q2 		$2K Hold
12
– – ﹤0.01% 627
2022
Q1 		$2K Buy
+12
New +$1.84K ﹤0.01% 661
2021
Q2 		– Sell
-5
Closed -$1K – 419
2021
Q1 		$1K Buy
+5
New +$962 ﹤0.01% 356
2020
Q1 		– Sell
-209
Closed -$32K – 427
2019
Q4 		$32K Buy
+209
New +$31.2K 0.03% 199

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Disciplined Investments's CLX Position: Q3 2023 in Review

Disciplined Investments sold out of Clorox (CLX) in Q3 2023, closing a stake of 16 shares — an estimated $2.54K sold.

Disciplined Investments first reported a position in CLX in Q4 2019 and held it in 8 quarters. The position peaked at $32K in Q4 2019. 1,064 funds tracked by Wall St. Rank hold CLX as of Q3 2023.

  • Disciplined Investments reported no remaining Clorox position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 16 Clorox shares in Q3 2023, an estimated $2.54K.
  • Disciplined Investments first reported a position in Clorox in Q4 2019 and held it in 8 quarters.
  • Disciplined Investments's Clorox position peaked at $32K in Q4 2019.
  • 1,064 funds tracked by Wall St. Rank held Clorox as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.