HeadInvest LLC’s Clorox CLX Stock Holding History

HeadInvest LLC’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	-400	Closed	-$52.1K	–	310
2023 Q3	$52.1K	Buy	+400	New	+$60.8K	0.01%	343

Other funds holding CLX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

HeadInvest LLC's CLX Position: Q4 2023 in Review

HeadInvest LLC sold out of Clorox (CLX) in Q4 2023, closing a stake of 400 shares — an estimated $52.1K sold.

HeadInvest LLC first reported a position in CLX in Q3 2023 and held it in 1 quarter. The position peaked at $52.1K in Q3 2023. 1,107 funds tracked by Wall St. Rank hold CLX as of Q4 2023.

HeadInvest LLC reported no remaining Clorox position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 400 Clorox shares in Q4 2023, an estimated $52.1K.
HeadInvest LLC first reported a position in Clorox in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Clorox position peaked at $52.1K in Q3 2023.
1,107 funds tracked by Wall St. Rank held Clorox as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.