Dowling & Yahnke’s Clorox CLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$362K Sell
2,823
-57
-2% -$8.22K 0.02% 302
2022
Q2
$406K Sell
2,880
-5
-0.2% -$714 0.02% 291
2022
Q1
$401K Sell
2,885
-21
-0.7% -$3.22K 0.02% 290
2021
Q4
$507K Sell
2,906
-151
-5% -$25.2K 0.02% 276
2021
Q3
$506K Buy
3,057
+2
+0.1% +$344 0.03% 266
2021
Q2
$550K Buy
3,055
+20
+0.7% +$3.65K 0.03% 254
2021
Q1
$585K Sell
3,035
-1,223
-29% -$235K 0.04% 244
2020
Q4
$860K Hold
4,258
0.06% 209
2020
Q3
$895K Sell
4,258
-238
-5% -$53K 0.07% 196
2020
Q2
$986K Buy
4,496
+162
+4% +$32.4K 0.08% 187
2020
Q1
$751K Buy
4,334
+64
+1% +$10.6K 0.07% 191
2019
Q4
$656K Sell
4,270
-211
-5% -$31.5K 0.05% 219
2019
Q3
$681K Sell
4,481
-25
-0.6% -$3.95K 0.06% 213
2019
Q2
$690K Buy
4,506
+189
+4% +$28.9K 0.06% 214
2019
Q1
$693K Buy
4,317
+527
+14% +$81.8K 0.07% 191
2018
Q4
$628K Hold
3,790
0.07% 183
2018
Q3
$570K Hold
3,790
0.05% 216
2018
Q2
$513K Hold
3,790
0.05% 224
2018
Q1
$504K Sell
3,790
-20
-0.5% -$2.69K 0.05% 227
2017
Q4
$567K Sell
3,810
-141
-4% -$19.2K 0.05% 225
2017
Q3
$521K Hold
3,951
0.05% 212
2017
Q2
$526K Sell
3,951
-373
-9% -$50.3K 0.06% 211
2017
Q1
$583K Buy
4,324
+170
+4% +$22K 0.06% 207
2016
Q4
$499K Sell
4,154
-89
-2% -$10.5K 0.06% 210
2016
Q3
$531K Buy
4,243
+48
+1% +$6.29K 0.06% 199
2016
Q2
$581K Sell
4,195
-120
-3% -$15.6K 0.07% 190
2016
Q1
$544K Buy
4,315
+100
+2% +$12.7K 0.07% 194
2015
Q4
$535K Sell
4,215
-241
-5% -$29.9K 0.07% 192
2015
Q3
$515K Buy
4,456
+140
+3% +$15.7K 0.07% 188
2015
Q2
$449K Hold
4,316
0.06% 202
2015
Q1
$476K Sell
4,316
-8
-0.2% -$868 0.06% 199
2014
Q4
$451K Sell
4,324
-150
-3% -$15K 0.06% 203
2014
Q3
$430K Buy
4,474
+600
+15% +$54.3K 0.06% 194
2014
Q2
$354K Sell
3,874
-383
-9% -$34.3K 0.05% 222
2014
Q1
$375K Sell
4,257
-135
-3% -$11.9K 0.05% 213
2013
Q4
$407K Sell
4,392
-603
-12% -$54.3K 0.06% 198
2013
Q3
$408K Sell
4,995
-345
-6% -$29.1K 0.06% 189
2013
Q2
$444K Buy
+5,340
New +$459K 0.07% 177

Other funds holding CLX

Dowling & Yahnke's CLX Position: Q3 2022 in Review

Dowling & Yahnke reduced its Clorox (CLX) stake by 2% in Q3 2022, selling an estimated $8.22K and leaving 2,823 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #302.

Dowling & Yahnke first reported a position in CLX in Q2 2013 and has held it in 38 quarters since. The position peaked at $986K in Q2 2020. 1,046 funds tracked by Wall St. Rank hold CLX as of Q3 2022.

  • Dowling & Yahnke held 2,823 shares of Clorox worth $362K as of Q3 2022.
  • Dowling & Yahnke sold 57 Clorox shares in Q3 2022, an estimated $8.22K.
  • Clorox made up 0.02% of Dowling & Yahnke's portfolio in Q3 2022, its #302 holding.
  • Dowling & Yahnke first reported a position in Clorox in Q2 2013 and has held it in 38 quarters since.
  • Dowling & Yahnke's Clorox position peaked at $986K in Q2 2020.
  • 1,046 funds tracked by Wall St. Rank held Clorox as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.