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Newfound Research’s Clorox CLX Stock Holding History

Newfound Research’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
-423
Closed -$70K – 125
2021
Q3 		$70K Sell
423
-30
-7% -$5.17K 0.11% 101
2021
Q2 		$81K Buy
453
+61
+16% +$11.1K 0.16% 80
2021
Q1 		$76K Buy
392
+216
+123% +$41.6K 0.18% 59
2020
Q4 		$36K Buy
176
+36
+26% +$7.45K 0.09% 125
2020
Q3 		$29K Buy
+140
New +$31.2K 0.08% 86

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

Newfound Research's CLX Position: Q4 2021 in Review

Newfound Research sold out of Clorox (CLX) in Q4 2021, closing a stake of 423 shares — an estimated $70K sold.

Newfound Research first reported a position in CLX in Q3 2020 and held it in 5 quarters. The position peaked at $81K in Q2 2021. 1,219 funds tracked by Wall St. Rank hold CLX as of Q4 2021.

  • Newfound Research reported no remaining Clorox position as of Q4 2021 after selling out during the quarter.
  • Newfound Research sold 423 Clorox shares in Q4 2021, an estimated $70K.
  • Newfound Research first reported a position in Clorox in Q3 2020 and held it in 5 quarters.
  • Newfound Research's Clorox position peaked at $81K in Q2 2021.
  • 1,219 funds tracked by Wall St. Rank held Clorox as of Q4 2021.

Based on Newfound Research's 13F filing for Q4 2021, filed 19 Jan 2022.