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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Private Ocean's CLX Position: Q2 2024 in Review

Private Ocean held its Clorox (CLX) position steady in Q2 2024 at 300 shares worth $40.9K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Private Ocean first reported a position in CLX in Q4 2017 and has held it in 18 quarters since. The position peaked at $208K in Q2 2020. 1,092 funds tracked by Wall St. Rank hold CLX as of Q2 2024.

Private Ocean held 300 shares of Clorox worth $40.9K as of Q2 2024.
Private Ocean left its Clorox share count unchanged in Q2 2024.
Clorox made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #279 holding.
Private Ocean first reported a position in Clorox in Q4 2017 and has held it in 18 quarters since.
Private Ocean's Clorox position peaked at $208K in Q2 2020.
1,092 funds tracked by Wall St. Rank held Clorox as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.