Parsec Financial Management’s Clorox CLX Stock Holding History

Parsec Financial 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 Q1	$401K	Buy	2,532 +404	+19%	+$60.6K	0.02%	225
2022 Q4	$299K	Sell	2,128 -297	-12%	-$42.2K	0.01%	249
2022 Q3	$311K	Buy	2,425 +359	+17%	+$51.8K	0.02%	231
2022 Q2	$291K	Hold	2,066	–	–	0.01%	248
2022 Q1	$287K	Hold	2,066	–	–	0.01%	262
2021 Q4	$360K	Buy	+2,066	New	+$344K	0.01%	234
2021 Q2	–	Sell	-1,085	Closed	-$209K	–	272
2021 Q1	$209K	Sell	1,085 -140	-11%	-$26.9K	0.01%	254
2020 Q4	$247K	Sell	1,225 -24	-2%	-$4.97K	0.01%	224
2020 Q3	$263K	Buy	1,249 +140	+13%	+$31.2K	0.02%	210
2020 Q2	$243K	Buy	+1,109	New	+$222K	0.02%	213
2019 Q2	–	Sell	-1,750	Closed	-$281K	–	242
2019 Q1	$281K	Sell	1,750 -87	-5%	-$13.5K	0.02%	203
2018 Q4	$283K	Hold	1,837	–	–	0.02%	201
2018 Q3	$276K	Hold	1,837	–	–	0.02%	208
2018 Q2	$248K	Sell	1,837 -85	-4%	-$10.5K	0.02%	210
2018 Q1	$256K	Hold	1,922	–	–	0.02%	209
2017 Q4	$286K	Buy	+1,922	New	+$262K	0.02%	203
2016 Q3	–	Sell	-1,557	Closed	-$215K	–	198
2016 Q2	$215K	Buy	+1,557	New	+$202K	0.02%	175

Other funds holding CLX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Parsec Financial Management's CLX Position: Q1 2023 in Review

Parsec Financial Management increased its Clorox (CLX) stake by 19% in Q1 2023, buying an estimated $60.6K and bringing the position to 2,532 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #225.

Parsec Financial Management first reported a position in CLX in Q2 2016 and has held it in 17 quarters since. 1,139 funds tracked by Wall St. Rank hold CLX as of Q1 2023.

Parsec Financial Management held 2,532 shares of Clorox worth $401K as of Q1 2023.
Parsec Financial Management bought 404 Clorox shares in Q1 2023, an estimated $60.6K.
Clorox made up 0.02% of Parsec Financial Management's portfolio in Q1 2023, its #225 holding.
Parsec Financial Management first reported a position in Clorox in Q2 2016 and has held it in 17 quarters since.
1,139 funds tracked by Wall St. Rank held Clorox as of Q1 2023.

Based on Parsec Financial Management's 13F filing for Q1 2023, filed 6 Apr 2023.