JSF Financial’s Clorox CLX Stock Holding History

JSF Financial’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 Q3	–	Sell	-2,572	Closed	-$463K	–	110
2021 Q2	$463K	Buy	2,572 +1,331	+107%	+$243K	0.27%	44
2021 Q1	$239K	Buy	1,241 +33	+3%	+$6.35K	0.15%	74
2020 Q4	$244K	Buy	1,208 +242	+25%	+$50.1K	0.17%	67
2020 Q3	$203K	Buy	+966	New	+$215K	0.16%	74

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $544B AUM 28.31% 1-Year Est. Return

JSF Financial's CLX Position: Q3 2021 in Review

JSF Financial sold out of Clorox (CLX) in Q3 2021, closing a stake of 2,572 shares — an estimated $463K sold.

JSF Financial first reported a position in CLX in Q3 2020 and held it in 4 quarters. The position peaked at $463K in Q2 2021. 1,135 funds tracked by Wall St. Rank hold CLX as of Q3 2021.

JSF Financial reported no remaining Clorox position as of Q3 2021 after selling out during the quarter.
JSF Financial sold 2,572 Clorox shares in Q3 2021, an estimated $463K.
JSF Financial first reported a position in Clorox in Q3 2020 and held it in 4 quarters.
JSF Financial's Clorox position peaked at $463K in Q2 2021.
1,135 funds tracked by Wall St. Rank held Clorox as of Q3 2021.

Based on JSF Financial's 13F filing for Q3 2021, filed 12 Nov 2021.