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 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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

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

Holocene Advisors

Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return

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