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Roundview Capital’s Clorox CLX Stock Holding History

Roundview Capital’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
Q4 		– Sell
-1,588
Closed -$208K – 308
2023
Q3 		$208K Sell
1,588
-524
-25% -$79.6K 0.02% 296
2023
Q2 		$336K Buy
2,112
+35
+2% +$5.64K 0.03% 265
2023
Q1 		$329K Sell
2,077
-36
-2% -$5.4K 0.03% 270
2022
Q4 		$297K Sell
2,113
-196
-8% -$27.8K 0.03% 257
2022
Q3 		$296K Sell
2,309
-498
-18% -$71.9K 0.04% 249
2022
Q2 		$396K Sell
2,807
-702
-20% -$100K 0.05% 231
2022
Q1 		$488K Sell
3,509
-3,476
-50% -$533K 0.05% 229
2021
Q4 		$1.22M Buy
6,985
+792
+13% +$132K 0.12% 173
2021
Q3 		$1.03M Buy
6,193
+1,466
+31% +$252K 0.11% 179
2021
Q2 		$850K Buy
4,727
+607
+15% +$111K 0.09% 201
2021
Q1 		$795K Buy
4,120
+71
+2% +$13.7K 0.1% 193
2020
Q4 		$818K Buy
4,049
+56
+1% +$11.6K 0.11% 172
2020
Q3 		$839K Sell
3,993
-280
-7% -$62.4K 0.13% 146
2020
Q2 		$937K Buy
4,273
+168
+4% +$33.6K 0.16% 139
2020
Q1 		$711K Buy
4,105
+1,603
+64% +$265K 0.15% 158
2019
Q4 		$384K Buy
2,502
+782
+45% +$117K 0.07% 192
2019
Q3 		$261K Buy
+1,720
New +$272K 0.06% 204

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Roundview Capital's CLX Position: Q4 2023 in Review

Roundview Capital sold out of Clorox (CLX) in Q4 2023, closing a stake of 1,588 shares — an estimated $208K sold.

Roundview Capital first reported a position in CLX in Q3 2019 and held it in 17 quarters. The position peaked at $1.22M in Q4 2021. 1,107 funds tracked by Wall St. Rank hold CLX as of Q4 2023.

  • Roundview Capital reported no remaining Clorox position as of Q4 2023 after selling out during the quarter.
  • Roundview Capital sold 1,588 Clorox shares in Q4 2023, an estimated $208K.
  • Roundview Capital first reported a position in Clorox in Q3 2019 and held it in 17 quarters.
  • Roundview Capital's Clorox position peaked at $1.22M in Q4 2021.
  • 1,107 funds tracked by Wall St. Rank held Clorox as of Q4 2023.

Based on Roundview Capital's 13F filing for Q4 2023, filed 12 Feb 2024.