Institutional & Family Asset Management’s Clorox CLX Stock Holding History

Institutional & Family Asset 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	$273	Buy	+2	New	+$278	﹤0.01%	724
2017 Q4	–	Sell	-4,384	Closed	-$578K	–	171
2017 Q3	$578K	Hold	4,384	–	–	0.12%	115
2017 Q2	$584K	Sell	4,384 -85	-2%	-$11.5K	0.14%	84
2017 Q1	$603K	Sell	4,469 -23,426	-84%	-$3.03M	0.19%	81
2016 Q4	$3.35M	Buy	27,895 +1,843	+7%	+$217K	1.06%	49
2016 Q3	$3.26M	Buy	26,052 +2,025	+8%	+$265K	1.08%	58
2016 Q2	$3.33M	Buy	24,027 +3,124	+15%	+$405K	1.16%	33
2016 Q1	$2.65M	Sell	20,903 -49	-0.2%	-$6.23K	0.99%	41
2015 Q4	$2.66M	Buy	+20,952	New	+$2.6M	0.99%	41

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Institutional & Family Asset Management's CLX Position: Q2 2024 in Review

Institutional & Family Asset Management opened a new position in Clorox (CLX) in Q2 2024: 2 shares worth $273. The stake represents ﹤0.01% of the portfolio and ranks #724 among its holdings. This is a return to the name: Institutional & Family Asset Management previously reported a position in CLX as recently as Q3 2017.

Institutional & Family Asset Management first reported a position in CLX in Q4 2015 and has held it in 9 quarters since. The position peaked at $3.35M in Q4 2016. 1,091 funds tracked by Wall St. Rank hold CLX as of Q2 2024.

Institutional & Family Asset Management held 2 shares of Clorox worth $273 as of Q2 2024.
Clorox was a new Institutional & Family Asset Management position in Q2 2024.
Clorox made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #724 holding.
Institutional & Family Asset Management first reported a position in Clorox in Q4 2015 and has held it in 9 quarters since.
Institutional & Family Asset Management's Clorox position peaked at $3.35M in Q4 2016.
1,091 funds tracked by Wall St. Rank held Clorox as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.