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Sage Financial Management Group’s Clorox CLX Stock Holding History

Sage Financial Management Group’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
2021
Q2 		– Sell
-200
Closed -$39K – 36
2021
Q1 		$39K Buy
+200
New +$38.5K 0.03% 64

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sage Financial Management Group's CLX Position: Q2 2021 in Review

Sage Financial Management Group sold out of Clorox (CLX) in Q2 2021, closing a stake of 200 shares — an estimated $39K sold.

Sage Financial Management Group first reported a position in CLX in Q1 2021 and held it in 1 quarter. The position peaked at $39K in Q1 2021. 1,168 funds tracked by Wall St. Rank hold CLX as of Q2 2021.

  • Sage Financial Management Group reported no remaining Clorox position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 200 Clorox shares in Q2 2021, an estimated $39K.
  • Sage Financial Management Group first reported a position in Clorox in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's Clorox position peaked at $39K in Q1 2021.
  • 1,168 funds tracked by Wall St. Rank held Clorox as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.