Intersect Capital’s Clorox CLX Stock Holding History

Intersect Capital’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	-1,671	Closed	-$322K	–	377
2021 Q1	$322K	Sell	1,671 -60	-3%	-$11.6K	0.07%	229
2020 Q4	$350K	Sell	1,731 -1	-0.1%	-$207	0.08%	194
2020 Q3	$364K	Buy	1,732 +110	+7%	+$24.5K	0.1%	151
2020 Q2	$356K	Buy	1,622 +21	+1%	+$4.2K	0.11%	127
2020 Q1	$277K	Buy	1,601 +54	+3%	+$8.92K	0.11%	131
2019 Q4	$238K	Sell	1,547 -20	-1%	-$2.99K	0.08%	146
2019 Q3	$238K	Buy	1,567 +31	+2%	+$4.9K	0.09%	146
2019 Q2	$235K	Hold	1,536	–	–	0.09%	149
2019 Q1	$246K	Hold	1,536	–	–	0.1%	118
2018 Q4	$237K	Hold	1,536	–	–	0.11%	110
2018 Q3	$231K	Hold	1,536	–	–	0.1%	117
2018 Q2	$208K	Buy	+1,536	New	+$190K	0.1%	120
2015 Q2	–	Sell	-622	Closed	-$66K	–	158
2015 Q1	$66K	Hold	622	–	–	0.05%	157
2014 Q4	$65K	Buy	+622	New	+$62.2K	0.05%	162

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 $3.38T AUM 44.17% 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

Intersect Capital's CLX Position: Q2 2021 in Review

Intersect Capital sold out of Clorox (CLX) in Q2 2021, closing a stake of 1,671 shares — an estimated $322K sold.

Intersect Capital first reported a position in CLX in Q4 2014 and held it in 14 quarters. The position peaked at $364K in Q3 2020. 1,170 funds tracked by Wall St. Rank hold CLX as of Q2 2021.

Intersect Capital reported no remaining Clorox position as of Q2 2021 after selling out during the quarter.
Intersect Capital sold 1,671 Clorox shares in Q2 2021, an estimated $322K.
Intersect Capital first reported a position in Clorox in Q4 2014 and held it in 14 quarters.
Intersect Capital's Clorox position peaked at $364K in Q3 2020.
1,170 funds tracked by Wall St. Rank held Clorox as of Q2 2021.

Based on Intersect Capital's 13F filing for Q2 2021, filed 10 Aug 2021.