Lion Street Advisors’s Clorox CLX Stock Holding History

Lion Street Advisors’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
2025 Q3	$752K	Sell	4,614 -511	-10%	-$63.4K	0.26%	78
2025 Q2	$615K	Sell	5,125 -147	-3%	-$19.6K	0.19%	120
2025 Q1	$776K	Sell	5,272 -22	-0.4%	-$3.36K	0.25%	84
2024 Q4	$860K	Buy	5,294 +480	+10%	+$78.5K	0.27%	76
2024 Q3	$784K	Buy	4,814 +3	+0.1%	+$445	0.27%	79
2024 Q2	$657K	Sell	4,811 -56	-1%	-$7.78K	0.24%	91
2024 Q1	$694K	Hold	4,867	–	–	0.28%	79
2023 Q4	$694K	Sell	4,867 -1,100	-18%	-$147K	0.28%	78
2023 Q3	$782K	Buy	5,967 +1,353	+29%	+$206K	0.26%	78
2023 Q2	$752K	Sell	4,614 -1,553	-25%	-$250K	0.25%	79
2023 Q1	$976K	Buy	6,167 +2,246	+57%	+$337K	0.3%	56
2022 Q4	$639K	Sell	3,921 -2,037	-34%	-$289K	0.33%	45
2022 Q3	$763K	Buy	5,958 +2,037	+52%	+$294K	0.38%	35
2022 Q2	$639K	Sell	3,921 -2,086	-35%	-$298K	0.33%	45
2022 Q1	$839K	Buy	6,007 +2,086	+53%	+$320K	0.43%	30
2021 Q4	$682K	Hold	3,921	–	–	0.33%	43
2021 Q3	$650K	Buy	+3,921	New	+$675K	0.35%	46

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

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

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Two Sigma Advisers

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return