Kaizen Advisory’s Clorox CLX Stock Holding History

Kaizen Advisory’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
2018 Q4	$54K	Buy	349 +50	+17%	+$7.79K	0.04%	310
2018 Q3	$45K	Hold	299	–	–	0.02%	353
2018 Q2	$40K	Buy	299 +174	+139%	+$21.5K	0.02%	370
2018 Q1	$17K	Hold	125	–	–	0.02%	361
2017 Q4	$19K	Buy	+125	New	+$17K	0.01%	337

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CRC

Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

Kaizen Advisory's CLX Position: Q4 2018 in Review

Kaizen Advisory increased its Clorox (CLX) stake by 17% in Q4 2018, buying an estimated $7.79K and bringing the position to 349 shares worth $54K. The position accounts for 0.04% of the portfolio, ranked #310.

Kaizen Advisory first reported a position in CLX in Q4 2017 and has held it in 5 quarters since. 988 funds tracked by Wall St. Rank hold CLX as of Q4 2018.

Kaizen Advisory held 349 shares of Clorox worth $54K as of Q4 2018.
Kaizen Advisory bought 50 Clorox shares in Q4 2018, an estimated $7.79K.
Clorox made up 0.04% of Kaizen Advisory's portfolio in Q4 2018, its #310 holding.
Kaizen Advisory first reported a position in Clorox in Q4 2017 and has held it in 5 quarters since.
988 funds tracked by Wall St. Rank held Clorox as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.