Lee Financial’s Clorox CLX Stock Holding History

Lee Financial’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 Q1	–	Sell	-300	Closed	-$42.8K	–	276
2023 Q4	$42.8K	Hold	300	–	–	0.01%	247
2023 Q3	$39.3K	Hold	300	–	–	0.01%	242
2023 Q2	$47.7K	Hold	300	–	–	0.01%	227
2023 Q1	$47.5K	Sell	300 -2	-0.7%	-$300	0.01%	234
2022 Q4	$42.4K	Hold	302	–	–	0.01%	266
2022 Q3	$39K	Buy	302 +2	+0.7%	+$289	0.01%	270
2022 Q2	$42K	Hold	300	–	–	0.01%	262
2022 Q1	$42K	Sell	300 -123	-29%	-$18.8K	0.01%	256
2021 Q4	$74K	Buy	423 +123	+41%	+$20.5K	0.01%	214
2021 Q3	$50K	Hold	300	–	–	0.01%	225
2021 Q2	$54K	Hold	300	–	–	0.01%	221
2021 Q1	$58K	Hold	300	–	–	0.01%	222
2020 Q4	$61K	Hold	300	–	–	0.02%	194
2020 Q3	$63K	Hold	300	–	–	0.02%	199
2020 Q2	$66K	Hold	300	–	–	0.02%	172
2020 Q1	$52K	Hold	300	–	–	0.02%	165
2019 Q4	$46K	Hold	300	–	–	0.01%	197
2019 Q3	$46K	Hold	300	–	–	0.01%	198
2019 Q2	$46K	Hold	300	–	–	0.01%	206
2019 Q1	$48K	Hold	300	–	–	0.01%	193
2018 Q4	$46K	Hold	300	–	–	0.01%	182
2018 Q3	$45K	Hold	300	–	–	0.01%	200
2018 Q2	$41K	Hold	300	–	–	0.01%	275
2018 Q1	$40K	Hold	300	–	–	0.01%	275
2017 Q4	$45K	Hold	300	–	–	0.01%	193
2017 Q3	$40K	Hold	300	–	–	0.01%	194
2017 Q2	$40K	Hold	300	–	–	0.01%	203
2017 Q1	$40K	Hold	300	–	–	0.02%	184
2016 Q4	$36K	Buy	+300	New	+$35.4K	0.02%	190

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 $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Lee Financial's CLX Position: Q1 2024 in Review

Lee Financial sold out of Clorox (CLX) in Q1 2024, closing a stake of 300 shares — an estimated $42.8K sold.

Lee Financial first reported a position in CLX in Q4 2016 and held it in 29 quarters. The position peaked at $74K in Q4 2021. 1,143 funds tracked by Wall St. Rank hold CLX as of Q1 2024.

Lee Financial reported no remaining Clorox position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 300 Clorox shares in Q1 2024, an estimated $42.8K.
Lee Financial first reported a position in Clorox in Q4 2016 and held it in 29 quarters.
Lee Financial's Clorox position peaked at $74K in Q4 2021.
1,143 funds tracked by Wall St. Rank held Clorox as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.