LFGH
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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
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
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Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
CRC
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return