Fulcrum Equity Management’s Clorox CLX Stock Holding History

Fulcrum Equity 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
2021 Q2	–	Sell	-1,084	Closed	-$209K	–	190
2021 Q1	$209K	Sell	1,084 -389	-26%	-$74.9K	0.08%	167
2020 Q4	$297K	Sell	1,473 -7,807	-84%	-$1.62M	0.12%	129
2020 Q3	$1.95M	Sell	9,280 -391	-4%	-$87.1K	0.9%	34
2020 Q2	$2.12M	Buy	+9,671	New	+$1.93M	1%	14

Other funds holding CLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CRC

Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fulcrum Equity Management's CLX Position: Q2 2021 in Review

Fulcrum Equity Management sold out of Clorox (CLX) in Q2 2021, closing a stake of 1,084 shares — an estimated $209K sold.

Fulcrum Equity Management first reported a position in CLX in Q2 2020 and held it in 4 quarters. The position peaked at $2.12M in Q2 2020. 1,170 funds tracked by Wall St. Rank hold CLX as of Q2 2021.

Fulcrum Equity Management reported no remaining Clorox position as of Q2 2021 after selling out during the quarter.
Fulcrum Equity Management sold 1,084 Clorox shares in Q2 2021, an estimated $209K.
Fulcrum Equity Management first reported a position in Clorox in Q2 2020 and held it in 4 quarters.
Fulcrum Equity Management's Clorox position peaked at $2.12M in Q2 2020.
1,170 funds tracked by Wall St. Rank held Clorox as of Q2 2021.

Based on Fulcrum Equity Management's 13F filing for Q2 2021, filed 15 Jul 2021.