Lenox Wealth Management’s Clorox CLX Stock Holding History

Lenox Wealth Management’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 Q2	$86K	Sell	394 -617	-61%	-$123K	0.03%	212
2020 Q1	$175K	Buy	1,011 +2	+0.2%	+$330	0.06%	145
2019 Q4	$155K	Buy	1,009 +65	+7%	+$9.71K	0.04%	165
2019 Q3	$143K	Buy	944 +49	+5%	+$7.75K	0.04%	165
2019 Q2	$137K	Buy	895 +28	+3%	+$4.28K	0.04%	159
2019 Q1	$139K	Sell	867 -10	-1%	-$1.55K	0.04%	149
2018 Q4	$135K	Sell	877 -20	-2%	-$3.12K	0.05%	136
2018 Q3	$135K	Buy	897 +169	+23%	+$24K	0.04%	166
2018 Q2	$99K	Buy	728 +597	+456%	+$73.7K	0.03%	171
2018 Q1	$17K	Buy	131 +1	+0.8%	+$134	0.01%	306
2017 Q4	$19K	Buy	130 +1	+0.8%	+$136	0.01%	316
2017 Q3	$17K	Buy	129 +1	+0.8%	+$134	0.01%	337
2017 Q2	$17K	Buy	+128	New	+$17.3K	0.01%	327

Other funds holding CLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CRC

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lenox Wealth Management's CLX Position: Q2 2020 in Review

Lenox Wealth Management reduced its Clorox (CLX) stake by 61% in Q2 2020, selling an estimated $123K and leaving 394 shares worth $86K. The position accounts for 0.03% of the portfolio, ranked #212.

Lenox Wealth Management first reported a position in CLX in Q2 2017 and has held it in 13 quarters since. The position peaked at $175K in Q1 2020. 1,197 funds tracked by Wall St. Rank hold CLX as of Q2 2020.

Lenox Wealth Management held 394 shares of Clorox worth $86K as of Q2 2020.
Lenox Wealth Management sold 617 Clorox shares in Q2 2020, an estimated $123K.
Clorox made up 0.03% of Lenox Wealth Management's portfolio in Q2 2020, its #212 holding.
Lenox Wealth Management first reported a position in Clorox in Q2 2017 and has held it in 13 quarters since.
Lenox Wealth Management's Clorox position peaked at $175K in Q1 2020.
1,197 funds tracked by Wall St. Rank held Clorox as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.