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Evercore Wealth Management’s Clorox CLX Stock Holding History

Evercore Wealth 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
2019
Q3 		– Sell
-1,384
Closed -$212K – 404
2019
Q2 		$212K Sell
1,384
-70
-5% -$10.7K 0.01% 394
2019
Q1 		$233K Buy
+1,454
New +$226K 0.01% 370
2018
Q1 		– Sell
-950
Closed -$141K – 425
2017
Q4 		$141K Hold
950
– – 0.01% 408
2017
Q3 		$125K Sell
950
-278
-23% -$37.4K ﹤0.01% 424
2017
Q2 		$164K Hold
1,228
– – 0.01% 393
2017
Q1 		$165K Sell
1,228
-50
-4% -$6.48K 0.01% 398
2016
Q4 		$154K Sell
1,278
-669
-34% -$78.9K 0.01% 418
2016
Q3 		$244K Hold
1,947
– – 0.01% 337
2016
Q2 		$269K Sell
1,947
-2,000
-51% -$259K 0.01% 316
2016
Q1 		$498K Buy
3,947
+104
+3% +$13.2K 0.02% 241
2015
Q4 		$487K Buy
3,843
+475
+14% +$59K 0.02% 256
2015
Q3 		$390K Sell
3,368
-59
-2% -$6.62K 0.02% 286
2015
Q2 		$357K Buy
3,427
+1,711
+100% +$185K 0.02% 322
2015
Q1 		$189K Hold
1,716
– – 0.01% 425
2014
Q4 		$179K Sell
1,716
-122
-7% -$12.2K 0.01% 376
2014
Q3 		$176K Buy
1,838
+650
+55% +$58.8K 0.01% 418
2014
Q2 		$108K Sell
1,188
-706
-37% -$63.2K 0.01% 494
2014
Q1 		$167K Buy
1,894
+470
+33% +$41.3K 0.01% 404
2013
Q4 		$133K Buy
1,424
+555
+64% +$50K 0.01% 415
2013
Q3 		$72K Sell
869
-28
-3% -$2.36K ﹤0.01% 527
2013
Q2 		$74K Buy
+897
New +$77.2K ﹤0.01% 522

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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Evercore Wealth Management's CLX Position: Q3 2019 in Review

Evercore Wealth Management sold out of Clorox (CLX) in Q3 2019, closing a stake of 1,384 shares — an estimated $212K sold.

Evercore Wealth Management first reported a position in CLX in Q2 2013 and held it in 21 quarters. The position peaked at $498K in Q1 2016. 980 funds tracked by Wall St. Rank hold CLX as of Q3 2019.

  • Evercore Wealth Management reported no remaining Clorox position as of Q3 2019 after selling out during the quarter.
  • Evercore Wealth Management sold 1,384 Clorox shares in Q3 2019, an estimated $212K.
  • Evercore Wealth Management first reported a position in Clorox in Q2 2013 and held it in 21 quarters.
  • Evercore Wealth Management's Clorox position peaked at $498K in Q1 2016.
  • 980 funds tracked by Wall St. Rank held Clorox as of Q3 2019.

Based on Evercore Wealth Management's 13F filing for Q3 2019, filed 14 Nov 2019.