Rockbridge Investment Management’s Clorox CLX Stock Holding History

Rockbridge Investment 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
2024 Q1	–	Sell	-104	Closed	-$14.8K	–	210
2023 Q4	$14.8K	Buy	+104	New	+$13.9K	﹤0.01%	358
2022 Q3	–	Sell	-304	Closed	-$42.9K	–	190
2022 Q2	$42.9K	Buy	304 +154	+103%	+$22K	0.01%	232
2022 Q1	$21.4K	Hold	150	–	–	﹤0.01%	408
2021 Q4	$26K	Hold	150	–	–	﹤0.01%	443
2021 Q3	$25K	Hold	150	–	–	﹤0.01%	416
2021 Q2	$27K	Hold	150	–	–	﹤0.01%	399
2021 Q1	$29K	Hold	150	–	–	0.01%	360
2020 Q4	$30K	Hold	150	–	–	0.01%	352
2020 Q3	$32K	Hold	150	–	–	0.01%	321
2020 Q2	$33K	Buy	+150	New	+$30K	0.01%	275

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

CIP

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

Rockbridge Investment Management's CLX Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Clorox (CLX) in Q1 2024, closing a stake of 104 shares — an estimated $14.8K sold.

Rockbridge Investment Management first reported a position in CLX in Q2 2020 and held it in 10 quarters. The position peaked at $42.9K in Q2 2022. 1,144 funds tracked by Wall St. Rank hold CLX as of Q1 2024.

Rockbridge Investment Management reported no remaining Clorox position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 104 Clorox shares in Q1 2024, an estimated $14.8K.
Rockbridge Investment Management first reported a position in Clorox in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's Clorox position peaked at $42.9K in Q2 2022.
1,144 funds tracked by Wall St. Rank held Clorox as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.