Private Ocean’s Clorox CLX Stock Holding History

Private Ocean’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 Q2	$40.9K	Hold	300	–	–	﹤0.01%	279
2024 Q1	$45.9K	Hold	300	–	–	﹤0.01%	249
2023 Q4	$42.8K	Hold	300	–	–	﹤0.01%	264
2023 Q3	$39.3K	Hold	300	–	–	0.01%	256
2023 Q2	$47.7K	Buy	+300	New	+$48.4K	0.01%	254
2022 Q1	–	Sell	-924	Closed	-$161K	–	630
2021 Q4	$161K	Hold	924	–	–	0.02%	146
2021 Q3	$153K	Sell	924 -28	-3%	-$4.82K	0.02%	143
2021 Q2	$171K	Hold	952	–	–	0.02%	130
2021 Q1	$184K	Hold	952	–	–	0.03%	117
2020 Q4	$192K	Sell	952 -11	-1%	-$2.28K	0.04%	105
2020 Q3	$202K	Buy	963 +12	+1%	+$2.67K	0.05%	103
2020 Q2	$208K	Hold	951	–	–	0.05%	98
2020 Q1	$164K	Sell	951 -178	-16%	-$29.4K	0.04%	103
2019 Q4	$174K	Hold	1,129	–	–	0.04%	111
2019 Q3	$172K	Hold	1,129	–	–	0.04%	112
2019 Q2	$172K	Buy	1,129 +29	+3%	+$4.43K	0.05%	96
2019 Q1	$177K	Buy	+1,100	New	+$171K	0.05%	97
2018 Q1	–	Sell	-42	Closed	-$6K	–	417
2017 Q4	$6K	Buy	+42	New	+$5.71K	﹤0.01%	266

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $528B AUM 27.57% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return