Relyea Zuckerberg Hanson’s Clorox CLX Stock Holding History

Relyea Zuckerberg Hanson’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
2025 Q2	–	Sell	-1,837	Closed	-$270K	–	263
2025 Q1	$270K	Sell	1,837 -18	-1%	-$2.75K	0.04%	215
2024 Q4	$301K	Buy	1,855 +7	+0.4%	+$1.15K	0.04%	206
2024 Q3	$301K	Sell	1,848 -149	-7%	-$22.1K	0.05%	197
2024 Q2	$273K	Buy	1,997 +289	+17%	+$40.1K	0.05%	199
2024 Q1	$262K	Hold	1,708	–	–	0.05%	194
2023 Q4	$244K	Buy	+1,708	New	+$228K	0.05%	189
2023 Q3	–	Sell	-2,038	Closed	-$324K	–	198
2023 Q2	$324K	Buy	2,038 +16	+0.8%	+$2.58K	0.07%	141
2023 Q1	$320K	Buy	2,022 +155	+8%	+$23.2K	0.08%	131
2022 Q4	$262K	Buy	+1,867	New	+$265K	0.07%	142
2022 Q1	–	Sell	-1,253	Closed	-$224K	–	152
2021 Q4	$224K	Buy	1,253 +21	+2%	+$3.5K	0.08%	139
2021 Q3	$204K	Buy	1,232 +90	+8%	+$15.5K	0.08%	140
2021 Q2	$205K	Buy	1,142 +40	+4%	+$7.3K	0.08%	128
2021 Q1	$205K	Buy	1,102 +12	+1%	+$2.31K	0.09%	124
2020 Q4	$220K	Hold	1,090	–	–	0.12%	112
2020 Q3	$238K	Sell	1,090 -52	-5%	-$11.6K	0.15%	103
2020 Q2	$251K	Buy	+1,142	New	+$228K	0.2%	101

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return