NEI
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Northwest & Ethical Investments’s Clorox CLX Stock Holding History

Northwest & Ethical Investments’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
-4,143
Closed -$591K – 495
2023
Q4 		$591K Hold
4,143
– – 0.02% 299
2023
Q3 		$543K Buy
+4,143
New +$630K 0.02% 318
2019
Q2 		– Sell
-5,885
Closed -$944K – 363
2019
Q1 		$944K Sell
5,885
-2,115
-26% -$328K 0.05% 315
2018
Q4 		$1.23M Buy
8,000
+2,300
+40% +$358K 0.07% 292
2018
Q3 		$857K Hold
5,700
– – 0.05% 299
2018
Q2 		$771K Sell
5,700
-2,400
-30% -$296K 0.05% 297
2018
Q1 		$1.08M Hold
8,100
– – 0.07% 267
2017
Q4 		$1.2M Buy
8,100
+1,400
+21% +$190K 0.08% 266
2017
Q3 		$884K Buy
6,700
+200
+3% +$26.9K 0.05% 295
2017
Q2 		$866K Sell
6,500
-2,550
-28% -$344K 0.06% 297
2017
Q1 		$1.22M Buy
9,050
+8,300
+1,107% +$1.08M 0.08% 260
2016
Q4 		$90K Buy
+750
New +$88.4K 0.01% 351

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return