Kelman-Lazarov Inc’s Clorox CLX Stock Holding History

Kelman-Lazarov Inc’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
2020 Q1	–	Sell	-5,853	Closed	-$899K	–	79
2019 Q4	$899K	Sell	5,853 -642	-10%	-$95.9K	0.4%	41
2019 Q3	$986K	Sell	6,495 -100	-2%	-$15.8K	0.49%	36
2019 Q2	$1.01M	Sell	6,595 -340	-5%	-$51.9K	0.52%	35
2019 Q1	$1.11M	Sell	6,935 -350	-5%	-$54.3K	0.59%	32
2018 Q4	$1.12M	Sell	7,285 -270	-4%	-$42.1K	0.7%	33
2018 Q3	$1.14M	Sell	7,555 -120	-2%	-$17K	0.66%	44
2018 Q2	$1.04M	Sell	7,675 -75	-1%	-$9.26K	0.56%	51
2018 Q1	$1.03M	Hold	7,750	–	–	0.55%	52
2017 Q4	$1.15M	Sell	7,750 -750	-9%	-$102K	0.59%	48
2017 Q3	$1.12M	Sell	8,500 -1,875	-18%	-$252K	0.59%	52
2017 Q2	$1.38M	Sell	10,375 -435	-4%	-$58.7K	0.76%	41
2017 Q1	$1.46M	Sell	10,810 -750	-6%	-$97.2K	0.94%	34
2016 Q4	$1.39M	Hold	11,560	–	–	0.78%	38
2016 Q3	$1.41M	Sell	11,560 -50	-0.4%	-$6.55K	0.8%	36
2016 Q2	$1.59M	Sell	11,610 -200	-2%	-$25.9K	0.91%	34
2016 Q1	$1.5M	Buy	+11,810	New	+$1.5M	0.88%	34

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

CRC

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Kelman-Lazarov Inc's CLX Position: Q1 2020 in Review

Kelman-Lazarov Inc sold out of Clorox (CLX) in Q1 2020, closing a stake of 5,853 shares — an estimated $899K sold.

Kelman-Lazarov Inc first reported a position in CLX in Q1 2016 and held it in 16 quarters. The position peaked at $1.59M in Q2 2016. 1,119 funds tracked by Wall St. Rank hold CLX as of Q1 2020.

Kelman-Lazarov Inc reported no remaining Clorox position as of Q1 2020 after selling out during the quarter.
Kelman-Lazarov Inc sold 5,853 Clorox shares in Q1 2020, an estimated $899K.
Kelman-Lazarov Inc first reported a position in Clorox in Q1 2016 and held it in 16 quarters.
Kelman-Lazarov Inc's Clorox position peaked at $1.59M in Q2 2016.
1,119 funds tracked by Wall St. Rank held Clorox as of Q1 2020.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2020, filed 27 Apr 2020.