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Morningstar Investment Services’s Clorox CLX Stock Holding History

Morningstar Investment Services’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
Q4 		– Sell
-2,292
Closed -$375K – 182
2024
Q3 		$375K Sell
2,292
-405
-15% -$60K ﹤0.01% 313
2024
Q2 		$368K Hold
2,697
– – ﹤0.01% 286
2024
Q1 		$412K Sell
2,697
-2,420
-47% -$361K ﹤0.01% 257
2023
Q4 		$727K Buy
5,117
+2,703
+112% +$360K ﹤0.01% 254
2023
Q3 		$310K Sell
2,414
-43
-2% -$6.54K ﹤0.01% 244
2023
Q2 		$388K Buy
2,457
+168
+7% +$27.1K 0.01% 201
2023
Q1 		$355K Buy
+2,289
New +$343K ﹤0.01% 196
2015
Q3 		– Sell
-134,862
Closed -$14M – 216
2015
Q2 		$14M Buy
134,862
+8,262
+7% +$891K 0.6% 55
2015
Q1 		$14M Sell
126,600
-34,020
-21% -$3.69M 0.61% 56
2014
Q4 		$16.7M Buy
160,620
+8,905
+6% +$890K 0.79% 41
2014
Q3 		$14.6M Buy
151,715
+11,863
+8% +$1.07M 0.75% 39
2014
Q2 		$12.8M Buy
139,852
+12,452
+10% +$1.12M 0.74% 39
2014
Q1 		$11.2M Buy
127,400
+13,204
+12% +$1.16M 0.77% 39
2013
Q4 		$10.6M Buy
114,196
+10,527
+10% +$948K 0.8% 36
2013
Q3 		$8.57M Buy
103,669
+14,919
+17% +$1.26M 0.75% 39
2013
Q2 		$7.38M Buy
+88,750
New +$7.64M 0.77% 39

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morningstar Investment Services's CLX Position: Q4 2024 in Review

Morningstar Investment Services sold out of Clorox (CLX) in Q4 2024, closing a stake of 2,292 shares — an estimated $375K sold.

Morningstar Investment Services first reported a position in CLX in Q2 2013 and held it in 16 quarters. The position peaked at $16.7M in Q4 2014. 1,223 funds tracked by Wall St. Rank hold CLX as of Q4 2024.

  • Morningstar Investment Services reported no remaining Clorox position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 2,292 Clorox shares in Q4 2024, an estimated $375K.
  • Morningstar Investment Services first reported a position in Clorox in Q2 2013 and held it in 16 quarters.
  • Morningstar Investment Services's Clorox position peaked at $16.7M in Q4 2014.
  • 1,223 funds tracked by Wall St. Rank held Clorox as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.