Meritage Group’s Clorox CLX Stock Holding History

Meritage Group’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	-1,932	Closed	-$275K	–	60
2023 Q4	$275K	Sell	1,932 -385	-17%	-$51.3K	0.01%	34
2023 Q3	$304K	Buy	+2,317	New	+$352K	0.01%	24
2022 Q3	–	Sell	-1,610	Closed	-$227K	–	42
2022 Q2	$227K	Sell	1,610 -804	-33%	-$115K	0.01%	29
2022 Q1	$336K	Buy	+2,414	New	+$370K	0.01%	24

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

Meritage Group's CLX Position: Q1 2024 in Review

Meritage Group sold out of Clorox (CLX) in Q1 2024, closing a stake of 1,932 shares — an estimated $275K sold.

Meritage Group first reported a position in CLX in Q1 2022 and held it in 4 quarters. The position peaked at $336K in Q1 2022. 1,143 funds tracked by Wall St. Rank hold CLX as of Q1 2024.

Meritage Group reported no remaining Clorox position as of Q1 2024 after selling out during the quarter.
Meritage Group sold 1,932 Clorox shares in Q1 2024, an estimated $275K.
Meritage Group first reported a position in Clorox in Q1 2022 and held it in 4 quarters.
Meritage Group's Clorox position peaked at $336K in Q1 2022.
1,143 funds tracked by Wall St. Rank held Clorox as of Q1 2024.

Based on Meritage Group's 13F filing for Q1 2024, filed 13 May 2024.