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Oak Harvest Investment Services’s Clorox CLX Stock Holding History

Oak Harvest 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
2023
Q3 		– Sell
-44,884
Closed -$7.14M – 110
2023
Q2 		$7.14M Buy
44,884
+39,793
+782% +$6.42M 1.6% 21
2023
Q1 		$806K Buy
+5,091
New +$763K 0.19% 71

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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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Oak Harvest Investment Services's CLX Position: Q3 2023 in Review

Oak Harvest Investment Services sold out of Clorox (CLX) in Q3 2023, closing a stake of 44,884 shares — an estimated $7.14M sold.

Oak Harvest Investment Services first reported a position in CLX in Q1 2023 and held it in 2 quarters. The position peaked at $7.14M in Q2 2023. 1,064 funds tracked by Wall St. Rank hold CLX as of Q3 2023.

  • Oak Harvest Investment Services reported no remaining Clorox position as of Q3 2023 after selling out during the quarter.
  • Oak Harvest Investment Services sold 44,884 Clorox shares in Q3 2023, an estimated $7.14M.
  • Oak Harvest Investment Services first reported a position in Clorox in Q1 2023 and held it in 2 quarters.
  • Oak Harvest Investment Services's Clorox position peaked at $7.14M in Q2 2023.
  • 1,064 funds tracked by Wall St. Rank held Clorox as of Q3 2023.

Based on Oak Harvest Investment Services's 13F filing for Q3 2023, filed 25 Oct 2023.