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Donaldson Capital Management’s Clorox CLX Stock Holding History

Donaldson 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
2023
Q4 		– Sell
-4,416
Closed -$579K – 219
2023
Q3 		$579K Sell
4,416
-408
-8% -$62K 0.03% 152
2023
Q2 		$767K Sell
4,824
-366
-7% -$59K 0.04% 137
2023
Q1 		$821K Sell
5,190
-15,484
-75% -$2.32M 0.04% 133
2022
Q4 		$2.9M Buy
+20,674
New +$2.93M 0.14% 77
2022
Q3 		– Sell
-1,548
Closed -$218K – 223
2022
Q2 		$218K Sell
1,548
-1,443
-48% -$206K 0.01% 219
2022
Q1 		$416K Sell
2,991
-2,513
-46% -$385K 0.02% 195
2021
Q4 		$960K Sell
5,504
-199
-3% -$33.2K 0.04% 128
2021
Q3 		$944K Sell
5,703
-3,407
-37% -$587K 0.05% 116
2021
Q2 		$1.64M Sell
9,110
-1,326
-13% -$242K 0.08% 91
2021
Q1 		$2.01M Sell
10,436
-11,493
-52% -$2.21M 0.11% 84
2020
Q4 		$4.43M Sell
21,929
-8,379
-28% -$1.73M 0.26% 60
2020
Q3 		$6.37M Sell
30,308
-137,562
-82% -$30.6M 0.43% 43
2020
Q2 		$36.8M Buy
167,870
+14,401
+9% +$2.88M 2.67% 15
2020
Q1 		$26.6M Buy
153,469
+23,644
+18% +$3.91M 2.32% 21
2019
Q4 		$19.9M Sell
129,825
-742
-0.6% -$111K 1.35% 33
2019
Q3 		$19.8M Buy
+130,567
New +$20.6M 1.47% 33

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $570B AUM 27.57% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Donaldson Capital Management's CLX Position: Q4 2023 in Review

Donaldson Capital Management sold out of Clorox (CLX) in Q4 2023, closing a stake of 4,416 shares — an estimated $579K sold.

Donaldson Capital Management first reported a position in CLX in Q3 2019 and held it in 16 quarters. The position peaked at $36.8M in Q2 2020. 1,107 funds tracked by Wall St. Rank hold CLX as of Q4 2023.

  • Donaldson Capital Management reported no remaining Clorox position as of Q4 2023 after selling out during the quarter.
  • Donaldson Capital Management sold 4,416 Clorox shares in Q4 2023, an estimated $579K.
  • Donaldson Capital Management first reported a position in Clorox in Q3 2019 and held it in 16 quarters.
  • Donaldson Capital Management's Clorox position peaked at $36.8M in Q2 2020.
  • 1,107 funds tracked by Wall St. Rank held Clorox as of Q4 2023.

Based on Donaldson Capital Management's 13F filing for Q4 2023, filed 30 Jan 2024.