HighTower Trust’s Clorox CLX Stock Holding History

HighTower Trust’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 Q1	$516K	Buy	3,436 +11	+0.3%	+$1.65K	0.05%	148
2022 Q4	$488K	Buy	+3,425	New	+$486K	0.05%	151
2019 Q1	–	Sell	-10,135	Closed	-$1.56M	–	105
2018 Q4	$1.56M	Hold	10,135	–	–	0.22%	49
2018 Q3	$1.52M	Hold	10,135	–	–	0.17%	52
2018 Q2	$1.37M	Hold	10,135	–	–	0.16%	59
2018 Q1	$1.35M	Hold	10,135	–	–	0.17%	53
2017 Q4	$1.51M	Hold	10,135	–	–	0.17%	51
2017 Q3	$1.34M	Hold	10,135	–	–	0.16%	50
2017 Q2	$1.35M	Hold	10,135	–	–	0.15%	56
2017 Q1	$1.37M	Hold	10,135	–	–	0.16%	62
2016 Q4	$1.22M	Buy	10,135 +5,000	+97%	+$590K	0.14%	67
2016 Q3	$643K	Hold	5,135	–	–	0.07%	91
2016 Q2	$711K	Hold	5,135	–	–	0.08%	85
2016 Q1	$647K	Hold	5,135	–	–	0.08%	80
2015 Q4	$651K	Hold	5,135	–	–	0.09%	83
2015 Q3	$593K	Hold	5,135	–	–	0.1%	76
2015 Q2	$534K	Hold	5,135	–	–	0.09%	90
2015 Q1	$567K	Hold	5,135	–	–	0.09%	81
2014 Q4	$535K	Buy	+5,135	New	+$513K	0.08%	89

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

HighTower Trust's CLX Position: Q1 2023 in Review

HighTower Trust increased its Clorox (CLX) stake by 0.32% in Q1 2023, buying an estimated $1.65K and bringing the position to 3,436 shares worth $516K. The position accounts for 0.05% of the portfolio, ranked #148.

HighTower Trust first reported a position in CLX in Q4 2014 and has held it in 19 quarters since. The position peaked at $1.56M in Q4 2018. 1,140 funds tracked by Wall St. Rank hold CLX as of Q1 2023.

HighTower Trust held 3,436 shares of Clorox worth $516K as of Q1 2023.
HighTower Trust bought 11 Clorox shares in Q1 2023, an estimated $1.65K.
Clorox made up 0.05% of HighTower Trust's portfolio in Q1 2023, its #148 holding.
HighTower Trust first reported a position in Clorox in Q4 2014 and has held it in 19 quarters since.
HighTower Trust's Clorox position peaked at $1.56M in Q4 2018.
1,140 funds tracked by Wall St. Rank held Clorox as of Q1 2023.

Based on HighTower Trust's 13F filing for Q1 2023, filed 21 Apr 2023.