Next Capital Management’s Clorox CLX Stock Holding History

Next Capital Management’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
2023 Q2	–	Sell	-1,500	Closed	-$237K	–	120
2023 Q1	$237K	Hold	1,500	–	–	0.11%	104
2022 Q4	$210K	Buy	+1,500	New	+$213K	0.11%	108
2022 Q2	–	Sell	-1,500	Closed	-$209K	–	117
2022 Q1	$209K	Hold	1,500	–	–	0.14%	109
2021 Q4	$262K	Hold	1,500	–	–	0.18%	89
2021 Q3	$248K	Hold	1,500	–	–	0.18%	90
2021 Q2	$270K	Hold	1,500	–	–	0.17%	92
2021 Q1	$289K	Hold	1,500	–	–	0.19%	88
2020 Q4	$303K	Hold	1,500	–	–	0.21%	81
2020 Q3	$315K	Hold	1,500	–	–	0.22%	71
2020 Q2	$329K	Hold	1,500	–	–	0.24%	66
2020 Q1	$260K	Buy	+1,500	New	+$248K	0.23%	64

Other funds holding CLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return