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Mosaic Family Wealth’s Clorox CLX Stock Holding History

Mosaic Family Wealth’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
-1,450
Closed -$240K – 181
2021
Q3 		$240K Buy
+1,450
New +$250K 0.07% 150
2019
Q2 		– Sell
-799
Closed -$128K – 245
2019
Q1 		$128K Hold
799
– – 0.05% 199
2018
Q4 		$123K Buy
799
+8
+1% +$1.25K 0.05% 196
2018
Q3 		$126K Buy
791
+590
+294% +$83.8K 0.05% 195
2018
Q2 		$27K Buy
201
+93
+86% +$11.5K 0.01% 413
2018
Q1 		$14K Sell
108
-642
-86% -$86.2K 0.01% 489
2017
Q4 		$112K Sell
750
-1,320
-64% -$180K 0.04% 219
2017
Q3 		$271K Buy
2,070
+37
+2% +$4.97K 0.11% 148
2017
Q2 		$271K Buy
2,033
+76
+4% +$10.3K 0.11% 145
2017
Q1 		$264K Buy
1,957
+136
+7% +$17.6K 0.11% 144
2016
Q4 		$219K Buy
1,821
+38
+2% +$4.48K 0.1% 156
2016
Q3 		$223K Buy
1,783
+109
+7% +$14.3K 0.1% 156
2016
Q2 		$230K Buy
1,674
+196
+13% +$25.4K 0.11% 151
2016
Q1 		$186K Buy
1,478
+237
+19% +$30.1K 0.09% 151
2015
Q4 		$157K Buy
+1,241
New +$154K 0.07% 165

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return

Mosaic Family Wealth's CLX Position: Q4 2021 in Review

Mosaic Family Wealth sold out of Clorox (CLX) in Q4 2021, closing a stake of 1,450 shares — an estimated $240K sold.

Mosaic Family Wealth first reported a position in CLX in Q4 2015 and held it in 15 quarters. The position peaked at $271K in Q3 2017. 1,220 funds tracked by Wall St. Rank hold CLX as of Q4 2021.

  • Mosaic Family Wealth reported no remaining Clorox position as of Q4 2021 after selling out during the quarter.
  • Mosaic Family Wealth sold 1,450 Clorox shares in Q4 2021, an estimated $240K.
  • Mosaic Family Wealth first reported a position in Clorox in Q4 2015 and held it in 15 quarters.
  • Mosaic Family Wealth's Clorox position peaked at $271K in Q3 2017.
  • 1,220 funds tracked by Wall St. Rank held Clorox as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.