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Lake Street Advisors Group’s Clorox CLX Stock Holding History

Lake Street Advisors Group’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
Q4 		$296K Buy
1,820
+55
+3% +$9K 0.01% 454
2024
Q3 		$287K Buy
1,765
+18
+1% +$2.67K 0.01% 464
2024
Q2 		$238K Buy
1,747
+115
+7% +$16K 0.01% 499
2024
Q1 		$250K Sell
1,632
-120
-7% -$17.9K 0.01% 499
2023
Q4 		$250K Buy
+1,752
New +$234K 0.01% 494
2020
Q3 		– Sell
-924
Closed -$203K – 289
2020
Q2 		$203K Buy
+924
New +$185K 0.02% 254
2020
Q1 		– Sell
-1,776
Closed -$273K – 257
2019
Q4 		$273K Buy
1,776
+5
+0.3% +$747 0.03% 201
2019
Q3 		$269K Sell
1,771
-22
-1% -$3.48K 0.03% 169
2019
Q2 		$275K Buy
1,793
+36
+2% +$5.5K 0.03% 165
2019
Q1 		$282K Buy
1,757
+14
+0.8% +$2.17K 0.03% 161
2018
Q4 		$269K Buy
1,743
+9
+0.5% +$1.4K 0.03% 143
2018
Q3 		$261K Sell
1,734
-138
-7% -$19.6K 0.03% 158
2018
Q2 		$253K Buy
1,872
+113
+6% +$13.9K 0.03% 261
2018
Q1 		$234K Buy
1,759
+38
+2% +$5.1K 0.03% 263
2017
Q4 		$256K Buy
+1,721
New +$234K 0.03% 261

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lake Street Advisors Group's CLX Position: Q4 2024 in Review

Lake Street Advisors Group increased its Clorox (CLX) stake by 3.1% in Q4 2024, buying an estimated $9K and bringing the position to 1,820 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #454.

Lake Street Advisors Group first reported a position in CLX in Q4 2017 and has held it in 15 quarters since. 1,223 funds tracked by Wall St. Rank hold CLX as of Q4 2024.

  • Lake Street Advisors Group held 1,820 shares of Clorox worth $296K as of Q4 2024.
  • Lake Street Advisors Group bought 55 Clorox shares in Q4 2024, an estimated $9K.
  • Clorox made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #454 holding.
  • Lake Street Advisors Group first reported a position in Clorox in Q4 2017 and has held it in 15 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Clorox as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.