MFGM
CLX icon

Marshall Financial Group (Maryland)’s Clorox CLX Stock Holding History

Marshall Financial Group (Maryland)’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
2021
Q4 		– Sell
-3,848
Closed -$637K – 215
2021
Q3 		$637K Buy
3,848
+455
+13% +$78.4K 0.33% 110
2021
Q2 		$611K Buy
+3,393
New +$619K 0.33% 111

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Marshall Financial Group (Maryland)'s CLX Position: Q4 2021 in Review

Marshall Financial Group (Maryland) sold out of Clorox (CLX) in Q4 2021, closing a stake of 3,848 shares — an estimated $637K sold.

Marshall Financial Group (Maryland) first reported a position in CLX in Q2 2021 and held it in 2 quarters. The position peaked at $637K in Q3 2021. 1,219 funds tracked by Wall St. Rank hold CLX as of Q4 2021.

  • Marshall Financial Group (Maryland) reported no remaining Clorox position as of Q4 2021 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 3,848 Clorox shares in Q4 2021, an estimated $637K.
  • Marshall Financial Group (Maryland) first reported a position in Clorox in Q2 2021 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s Clorox position peaked at $637K in Q3 2021.
  • 1,219 funds tracked by Wall St. Rank held Clorox as of Q4 2021.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2021, filed 27 Jan 2022.