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Fernwood Investment Management’s Clorox CLX Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-500
Closed -$76.6K – 282
2024
Q1 		$76.6K Buy
+500
New +$74.6K 0.02% 295
2016
Q4 		– Sell
-1,710
Closed -$214K – 126
2016
Q3 		$214K Hold
1,710
– – 0.2% 109
2016
Q2 		$237K Sell
1,710
-300
-15% -$38.9K 0.23% 100
2016
Q1 		$253K Hold
2,010
– – 0.26% 93
2015
Q4 		$255K Hold
2,010
– – 0.22% 95
2015
Q3 		$232K Sell
2,010
-200
-9% -$22.5K 0.2% 97
2015
Q2 		$230K Buy
2,210
+300
+16% +$32.4K 0.18% 99
2015
Q1 		$211K Buy
+1,910
New +$207K 0.17% 104

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Fernwood Investment Management's CLX Position: Q2 2024 in Review

Fernwood Investment Management sold out of Clorox (CLX) in Q2 2024, closing a stake of 500 shares — an estimated $76.6K sold.

Fernwood Investment Management first reported a position in CLX in Q1 2015 and held it in 8 quarters. The position peaked at $255K in Q4 2015. 1,093 funds tracked by Wall St. Rank hold CLX as of Q2 2024.

  • Fernwood Investment Management reported no remaining Clorox position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 500 Clorox shares in Q2 2024, an estimated $76.6K.
  • Fernwood Investment Management first reported a position in Clorox in Q1 2015 and held it in 8 quarters.
  • Fernwood Investment Management's Clorox position peaked at $255K in Q4 2015.
  • 1,093 funds tracked by Wall St. Rank held Clorox as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.