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Lee Financial Group Hawaii’s Clorox CLX Stock Holding History

Lee Financial Group Hawaii’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
Q4 		– Sell
-2,803
Closed -$589K – 45
2020
Q3 		$589K Sell
2,803
-287
-9% -$63.9K 0.49% 31
2020
Q2 		$678K Buy
+3,090
New +$617K 0.58% 29

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State Street
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Lee Financial Group Hawaii's CLX Position: Q4 2020 in Review

Lee Financial Group Hawaii sold out of Clorox (CLX) in Q4 2020, closing a stake of 2,803 shares — an estimated $589K sold.

Lee Financial Group Hawaii first reported a position in CLX in Q2 2020 and held it in 2 quarters. The position peaked at $678K in Q2 2020. 1,264 funds tracked by Wall St. Rank hold CLX as of Q4 2020.

  • Lee Financial Group Hawaii reported no remaining Clorox position as of Q4 2020 after selling out during the quarter.
  • Lee Financial Group Hawaii sold 2,803 Clorox shares in Q4 2020, an estimated $589K.
  • Lee Financial Group Hawaii first reported a position in Clorox in Q2 2020 and held it in 2 quarters.
  • Lee Financial Group Hawaii's Clorox position peaked at $678K in Q2 2020.
  • 1,264 funds tracked by Wall St. Rank held Clorox as of Q4 2020.

Based on Lee Financial Group Hawaii's 13F filing for Q4 2020, filed 3 Feb 2021.