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Optimal Asset Management’s Clorox CLX Stock Holding History

Optimal Asset 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
2021
Q3 		$8.36M Buy
50,449
+130
+0.3% +$22.4K 1.04% 8
2021
Q2 		$9.05M Hold
50,319
– – 1.07% 6
2021
Q1 		$9.71M Buy
50,319
+23,700
+89% +$4.56M 1.26% 4
2020
Q4 		$5.38M Buy
26,619
+13
+0% +$2.69K 0.76% 17
2020
Q3 		$5.59M Buy
26,606
+7,559
+40% +$1.68M 0.81% 16
2020
Q2 		$4.18M Sell
19,047
-15,548
-45% -$3.11M 0.68% 24
2020
Q1 		$5.99K Buy
34,595
+13,310
+63% +$2.2M 0.56% 35
2019
Q4 		$3.27M Buy
+21,285
New +$3.18M 0.5% 48

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
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
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Optimal Asset Management's CLX Position: Q3 2021 in Review

Optimal Asset Management increased its Clorox (CLX) stake by 0.26% in Q3 2021, buying an estimated $22.4K and bringing the position to 50,449 shares worth $8.36M. The position accounts for 1.04% of the portfolio, ranked #8.

Optimal Asset Management first reported a position in CLX in Q4 2019 and has held it in 8 quarters since. The position peaked at $9.71M in Q1 2021. 1,134 funds tracked by Wall St. Rank hold CLX as of Q3 2021.

  • Optimal Asset Management held 50,449 shares of Clorox worth $8.36M as of Q3 2021.
  • Optimal Asset Management bought 130 Clorox shares in Q3 2021, an estimated $22.4K.
  • Clorox made up 1.04% of Optimal Asset Management's portfolio in Q3 2021, its #8 holding.
  • Optimal Asset Management first reported a position in Clorox in Q4 2019 and has held it in 8 quarters since.
  • Optimal Asset Management's Clorox position peaked at $9.71M in Q1 2021.
  • 1,134 funds tracked by Wall St. Rank held Clorox as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.